There’s nothing typical about our approach to financial planning. The women who partner with us are looking to ignite their passions and live a life of purpose. It’s our job to help you achieve it. We begin by exploring your idea of what it means to live a meaningful life then develop a unique strategy to put those goals into action. Along the way, we challenge you to be your best self with financial education, motivational guest speakers, and other life-affirming client opportunities.

Women have distinct concerns when it comes to money, and our financial planning strategies are designed with your unique perspective in mind. Perhaps you are starting a business, caring for a loved one or planning for retirement. Whatever the situation, we’ll explore your goals together and help build a financial plan that addresses all your needs and supports your passions as well.

Join us at a one-of-a-kind event that will take a deep look into what inspires you and what it means to live a purposeful life. This workshop invites you to explore what life looks like in retirement so you can build a financial plan designed to meet your specific goals.