Who You Are

Retiree or Soon to Be

Woman on Her Own

Family
Find a mate • Buy a home
Become a non-traditional couple
Build a family • Care for parents
Pay for college and wedding(s)
Plan for special needs
Leave a legacy

Work / Career / Business
Start or change a career
Create or buy a business
Manage lumpy cash flow
Optimize corporate benefits
Offer employee benefits • 401(k)
Plan business succession

Accountants and Attorneys
Find a reliable resource for your clients

 

 

I can help you look at the big picture and get ready for life as the little old person you can't imagine being.