Women at the Helm

You're At the Helm.  We'll Help you Navigate.

The trend for advisors who maintain a specialty in working with women is to address this as a marketing niche.

 At more than 50% of the population, holding over 60% of personal wealth in this country and owning 40% of its small businesses1 , women aren't a "niche". 

You are at the helm.  We are here to help you navigate.  To cut through the media noise about finance,  get you on your path to where you want to go, and help you stay the course through the next seasons of your life with confidence.

We'd love for you to come have a cup of coffee with us, and talk about what keeps you up at night, and how we can help.  If you'd like, click the "CONNECT" button at the top right of the page and we'll get started.

A special note for those going through a major life transition

There is a significant need to address new issues when going through

  • divorce,
  • new widowhood,
  • movement in your professional career. 

And when the dust settles from those transitions,  a growing number of women find themselves newly or solely operating At the Helm - in charge of family and personal finances,  not only subsequent to a life change but in an ongoing way that may be completely new, unfamiliar, or just significantly broader in scope.

In one of those more difficult life transitions? We can help.  Click  for a  CHECKLIST OF ESSENTIALS


1 According to author Jill Krasny for Business Insider, February 7, 2012