For over 25 years, we have empowered women on their financial journey and helped them achieve true wealth and well-being.
These are real client success stories, but we have changed their names to protect their confidentiality.
The Entrepreneur
Susan is a successful entrepreneur running a consulting firm. While her business was thriving, her personal finances were a mess. Not to mention, she was going through a nasty divorce.
The Tech Executive
As one of the top executives at her company, Anna was always busy putting out fires at work. But in the meantime, she wanted to make sure she was making the right decisions with her money and stock options.
The Divorcee
Reyna raised 2 amazing children while teaching at her local high school. After a difficult 20 year marriage, she decided that it was time for her to move on and find happiness and her independence.
The Widow
Helena was fortunate to share her life with her high school sweetheart. After 47 years or marriage, her husband lost his battle to cancer. Helen was devastated and felt lost. She needed help moving forward.