Women in Transition

Own your destiny with empowered planning

You’re the courageous entrepreneur who can master a mile-long to-do list with ease. The confident corporate powerhouse with limitless skies ahead of her. The resilient mother and multitasker who keeps life running smoothly for her family every single day.

As women, we have a knack for making things happen. But even the best-laid blueprint for the future can be turned upside down in a matter of minutes, whether or not we expect it. Your secret weapon? A dynamic financial plan designed to help you thrive in the face of uncertainty and do what you do best: keep moving forward.


Faced with an unexpected windfall? You may be confronted with important, urgent decisions about how to best manage things. It’s time to get strategic. We’ll bring insight from the outside and prioritize your needs and goals to help you make the most of your new financial reality.


They’re called your “golden years” for a reason, right? No matter how close you are to leaving the 9 to 5 grind, our experienced team will develop a long-term strategy to provide income security and help you achieve the retirement you’ve always wanted - whenever you’re ready.

Loss of a Loved One

It is often painful to imagine life without your loved one by your side – know that this is a transition you don’t have to navigate alone. Our team will be your financial support system, providing the valuable guidance and resources you need to ensure a seamless transition.

Career Change

Ready to pursue a new venture? From start to finish, our advisors will help you understand the potential risks, trade-offs and costs associated with your fresh career path and make sure your finances are fully equipped to make the leap.


Forget confusion and financial hardship; experience comfort and clarity. Through every stage of the process, we’ll work diligently to protect your interests, redefine your objectives and empower you to take control over your future financial wellbeing.


Whether you’re relocating for work or simply ready for a new start, we’ll help you navigate the market, understand trends, and prep your tax and financial situation so you can settle in comfortably. Don't forget to pack your financial plan!

You’ve Got This.

Yes, change is difficult. But with expert insight and a defined transition plan in place, you can conquer obstacles head on — and succeed.

We don’t have to tell you twice: today’s women are killing it, plain and simple. Compared to previous generations, we’re bringing home bigger paychecks, securing more advanced college degrees and stepping up as the breadwinners for our families.

So that means everything’s simple, right?
Well, not exactly. With shattered glass ceilings and great advancement come major transitions — which can bring their fair share of complex financial consequences and outcomes.

No, we’re not mind readers; we just get it.
Our advisory team is made up of women just like you — women who have not only helped other women address these challenges, but have faced them, too. But we’re also here to tell you that there’s opportunity in hardship. That with a solid, strategic plan to see you through, you won’t just overcome the roadblocks that transitions can bring — you’ll thrive.

The extra retirement plan contribution that went toward a more immediate need. The estate planning meeting you keep scheduling and rescheduling. Let’s be honest: the hustle and bustle of everyday life can be one of the biggest barriers to personal financial wellness.

If a typical day for you means juggling conference calls on-the-go, while chauffeuring your children to and from the latest after-school activity, then you know exactly what we’re talking about. Plus, disrupted work histories, due to child-rearing and other caregiving duties, can make financial preparedness all-the-more complicated.

You better believe that we can balance a budget and bill-pay like nobody’s business. But even though we’re increasingly managing more of the financial decision-making responsibilities for our families, research shows that most women don’t feel confident in their ability to make long-term financial decisions.

The research backs it up: on average, women outlive men by roughly five years. Translation? We need our money to last a lot longer, too — and certain variables, such as the gender wage gap, make advanced planning even more paramount.

It’s not you; it’s the advice you’re receiving. Time lost to grappling with a team of uncoordinated financial advisors and expertise can result in a big dent to your bottom line and may jeopardize your ability to achieve your goals.

Let’s Get to Work, Shall We?

When vision meets action, amazing things happen. Here’s how we’ll help bring clarity, confidence and conviction to your financial life.

investment consulting

With the help of our credentialed, experienced advisors, you’ll benefit from a unique investment strategy that’s tax-efficient, data-driven and fully customized to your risk tolerance and unique situation. The same techniques that we’ll use to fine-tune your investment strategy are backed up by years of academic research, conducted by some of the best minds in the business.

advanced planning

We want to know: what matters most to you? What are your values, your priorities, the questions that keep you up at night? Our advisors will work collaboratively with you to create a comprehensive, proactive financial plan, designed to help you flourish through the unexpected and keep you on track to achieve your goals — with style and grace, of course.

Dedicated Support & Service

We hope you’re ready, because we’re in this for the long haul. From our first meeting to years down the road, we’ll stay laser-focused on your financial picture and adjust your strategy as your situation and priorities evolve over time. Through every stage of your life, we’ll continue to enhance and elevate your total wellbeing.

"From inspiration to action, we connect women with
the knowledge and resources to succeed."
Mary Harris, CFP®

Finding financial peace-of-mind

The Power of Words

Quotes to inspire. Stories of inspiration. Share financial motivation with your community of women and spread the knowledge of financial freedom.

Inspiring Insight

From tips for managing major transitions to influential education and resources, access real-world advice for women like you.

Empowerment Newsletter

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Eye on Money Newsletter.

Educational Resources

Sharpen your financial savvy with compelling content on a variety of topics, including the markets, retirement, charitable giving, tax planning and more.

Life is tough, but so are you. Armed with the right team and strategy, there’s nothing standing between you and your best financial life.

Let us help you get there.