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Financial Planning for
Divorced & Widowed Women

Building confidence in your financial future, one step at a time.

Book a Call with Barbara
Financial Planning for Divorced & Widowed Women

We want you to feel good about your money.

Financial Planning

Financial Planning

Let’s create a plan that shows your needs and dreams, what you can afford over a lifetime, and gives you actionable steps..

Investment Management

Investment Management

We believe investments are a tool for creating joy and security. We individually design your portfolio to fit your unique plan.

Trusted Partner

Trusted Partner

You are not alone. We answer your questions, brainstorm your challenges or major purchases, and update your planning. Anytime!

Are you ready to make it happen?

Book a Complimentary Call

You're Taking Control

This may be the first time you’ve had to make complex investment, tax, or legal decisions on your own. You want to get it right. You want to feel confident with your decisions.

We want that for you.

We’ve created a 3-part video series so you can begin to understand a few of your unique planning challenges. Click in for some eye-opening stories!

GET THE TAKING CONTROL VIDEO SERIES
BOOK A CALL

Barbara Norman, CFP® CDFA® ChFC®
4812 Lorraine Dr. San Diego, CA 92115
(619) 501-6011 | [email protected]

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