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Introducing Our New Women's Financial Empowerment Program!

Our core is simple…we’re dedicated to financial education and empowerment for women. The financial planning world can be a complicated, confusing, and often overwhelming place. We want women to feel comfortable and confident about all areas relevant to your financial well-being.

We also want to do so in a fun, caring, nurturing way, and one that promotes community and collaboration. While there are a lot of women who understand and are comfortable with investing, there are many more who are intimidated by this whole topic, and are often unsure where to even begin. In either case, our purpose is to further your education about all financial topics, and to empower you with the guidance to craft savvy, strategic and sustainable plans for your financial future. 

WOMEN & SOCIAL SECURITY WORKSHOPS

I started by doing Women and Social Security seminars, and a few small educational workshops. Since starting these women-centric events, I’ve had the opportunity to meet with women with wide-ranging life experiences and circumstances. Women who are married, women who got divorced late in life, women who are recently widowed, and women who have never been married. While we all share some commonalities, what I’ve found is that we all face unique challenges as well.

Everyone I met with encouraged me to continue developing my women-centric program. In response to this request, we invite you to attend one of our Empowered Women Invest on Purpose educational workshops.  

VIEW UPCOMING EVENTS CALENDAR

Read Our Latest Women's Monthly Article: A Man is Not a (Financial) Plan! 

Why we believe women need retirement planning more than men. 

LEARN MORE

Download our FREE Financial Guidebook for Women!

We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives.

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