Financial Planning for Women Living Life on Their Own Terms

You have gained wisdom from life’s journey. You have a vision for how you want to live the second half of your life, yet you have concerns about making mistakes that jeopardize your future. Though you are proudly independent, you worry that your retirement is vulnerable. Making money decisions feels overwhelming, and you seek guidance to help take the worry out of tomorrow.

We can help answer questions such as:

  • Am I going to be OK when I retire?

  • How can I prepare for the future and still enjoy life today?

  • Have I saved enough money to retire on?

  • What happens if I get sick?

We are an independent wealth management firm in the Minneapolis area helping independent women avoid financial missteps so they can live life to the fullest. We approach retirement as an opportunity for you to live as you imagine—to reinvent yourself as you embark on the second half of your life.

Partnering with you, we strive to give you greater clarity with your complex finances, leverage opportunities, avoid mistakes, and align your money decisions with your values.

We can help you:

  • Get a solid grasp of your financial situation

  • Determine what you need to do to stay on track for retirement

  • Organize your financial picture to help bring clarity to your decisions

  • Build a financial plan around your mission, vision, values, and goals

  • Address the spectrum of your needs, including tax planning, risk management, investments, and insurance analysis

 

Get Started

We invite you to get in touch with us for a complimentary 15-minute introductory call. We will discuss your concerns and goals and how we may be able to help.