Financial Planning for Single Women
Plan Your Financial Future So You Can Easily Navigate Your New Normal
Navigate Life’s Unexpected Transitions
If you’ve been through a divorce or loss of a spouse you may be asking yourself questions such as:
How do I
What do I
How can I
survive on my own?
Build a solid financial plan that provides certainty and peace of mind.
Navigating life’s unexpected transitions is challenging enough...
...besides having to worry about how death and divorce impact your finances. I can help mitigate the stress that transition may cause by listening and working with you on a financial plan that gives you confidence and comfort.
Let me help you discover the 4 Financial Priorities that ensure reliable income, steady growth, mitigation of taxes and legacy continuity for financial planning.
Create clarity about all your income needs.
Discover which investment strategy is right for you.
Strategize to minimize taxes.
Secure your estate so your legacy is protected.
It’s important to know what money you have to live on and make sure it lasts the rest of your life.
“How much income do I need?”
The goal with financial planning is to bring you peace of mind and a sense of security. There are three steps to identifying how much money you need. Let’s figure out that number so you know what you have to live on and ensure it lasts throughout your life.