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Who We Serve

We Are the Company We Keep.

Our clients are primarily independent, successful, smart women who are invested in their own futures. Worried whether she will have enough money to retire, our single women clients approach us for help with strategizing how best to care for themselves when they are older, how to provide for their children’s education, and how to meet the financial stresses associated with aging and, often, ailing parents.

We are the first to recognize and fully understand that our clients are tasked with more pressing demands, both professionally and personally. Most of them do not have the time to consider,
manage or strategize their finances on their own. Whether or not they need one in life, they do need a partner in finances in order to pursue the independence they’ve mastered professionally and personally.

We are passionate about helping all of our clients create their individual pictures of financial independence. Even absent of that clear picture, we strive to ensure that all of our clients feel confident and knowledgeable about their own finances and how best to manage them.