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Tell Us About You

We’d love to hear your story. Our goal is to create a financial plan that is meaningful, informative, and guides your decisions.

Are We A Good Fit?

We do our best work with divorced and widowed women who are looking for a long-term relationship with their advisor. Because the work we do is thorough and time-consuming, we are only able to work with clients with a minimum of $750k of investable assets. If this is not you, that’s OK, click here for other options (*).

Please use the form below to email us and schedule a complimentary introductory call.

Contact Us

Meetings will be held at:

Mailing address: