For Women (Ages 50+) With $250k+ in Investable Assets
Alone With Finances? Start Here
You don’t have to figure it out alone.
If you’re suddenly responsible for managing pensions, insurance payouts, or a settlement, the weight can feel crushing. A transparent, protection-first plan can help safeguard your money and bring back peace of mind.
Step 1: Watch This No-Cost Video
Step 2: Schedule Your 1-on-1 Protection-First Income Planning Call
10+ years advising women in transition · Fiduciary, client-first approach
The Hidden Strain of Going It Alone
Suddenly responsible for pensions, insurance, or savings you never expected to manage.
Fear of making a costly mistake that drains your resources too quickly.
Uncertainty about who to trust when every advisor seems to have an agenda.
Sleepless nights running numbers, asking: “Will this money last?”
Doing nothing is its own cost, every delay adds stress and risk.
The Protection-First, Income Planning Framework
Life transitions don’t wait for the “right time.”
Divorce, loss, or inheritance can leave you holding financial responsibility overnight.
But while your situation has changed, the markets, scammers, and risks don’t pause.
That’s why we use a Protection-First, Income Planning Framework:
Secure – Lock down your pensions, savings, and insurance benefits so they’re safe.
Simplify – Translate complex financial language into a clear, step-by-step roadmap.
Strengthen – Build a forward-looking plan that balances protection with flexibility.
You Don’t Have to Figure It Out Alone
Protect your money. Protect your peace of mind. Take the first safe step today.
You Might Be Wondering.....
Frequently Asked Questions
Question 1: Who is this for?
Women in their 50s, 60s, and 70s who are now managing money alone, whether after divorce, loss of a spouse, or receiving an inheritance. If that’s you, you’re in the right place
Question 2: What happens on the call?
It’s a 30-minute conversation to get to know what’s most important to you and to see if we can help you get there. You’ll walk away with more clarity, whether or not you choose to take the next step with us.
Question 3: How soon will I see results?
Many clients say they feel lighter after the very first call, simply because the fog clears and the path forward becomes obvious.
Question 4: Do I need to bring documents or be “financially savvy”?
No preparation required. We’ll meet you where you are, explain everything, and simplify any complex terms.
Question 5: What if I am not ready to commit to a plan?
That’s okay. This call isn’t about contracts, it’s about clarity. You’ll leave with insights whether or not you decide to move forward.
