Women and Wealth
Your money. Your future. Your legacy.
Women often live longer, step out of work to care for family, and end up managing money alone. A plan should fit that, not an average.
Your plan should account for your life
Career changes. Longer lives. Family to care for. Divorce. Widowhood.
A longer retirement
Women live longer on average. That means more years of income to plan for, not fewer.
Time out of the workforce
Years spent raising children or caring for parents leave gaps in savings and in Social Security.
If you are widowed
Household income can change fast. We look at what your income becomes if your spouse passes first, before it happens.
After a divorce
New accounts, new beneficiaries, a new plan. We help you take stock and start again.
Confidence with money
Knowing what you own, what it does, and who to call is control. That is the whole point.
Leaving a legacy
What you pass on, and the way you pass it on, is yours to decide.
Inside a women's session
Richelle is a single mom who cares for her 81 year old mother. She has been in this work since 1992.Why women bring her their questions
Come and learn with us
New sessions go up a few weeks ahead. Ask for the next one and we will hold you a seat.
Ask Richelle
The questions people actually ask, answered in plain words. There are 106 of them.
Let's talk about your plan.
Woman to woman, in plain words.
Bring your questions, your worries, and your statements if you have them. There is no cost and no obligation.
No pressure. No obligation. Just answers.