Broker Check

Independent Women

Women often face a multitude of significant financial decisions, especially during transitionary periods due to the unexpected loss of a spouse or a sudden divorce. We seek to come alongside you as advocates, empowering you to cut through the complexity and make decisions which set you up for long-term success.

While some of our Independent Women clients are independent by choice and may be Executives or Small Business Owners, many of our Independent Women clients have sought our counsel following a divorce or sudden loss of a spouse.


Divorcees encounter difficult financial circumstances which often requires specialized knowledge and personalized attention:

  • Qualified Domestic Relations Orders (QDRO)
  • Managing Investments
  • Social Security spousal benefits eligibility
  • College Planning for children
  • Trusts & other Estate Planning Concerns
  • Filing Tax Returns with Single status compressed brackets
  • Long-Term Care Planning


Women who suddenly lose their spouse are thrust into the position of being sole decision-makers in the midst of dealing with their grief. Hiring a Trusted Professional can provide comfort:

  • Managing Life Insurance Settlements
  • Managing Investments
  • Inheriting IRA & other Retirement Accounts
  • Social Security spousal eligibility
  • Pension Survivor Benefits
  • Filing Tax Returns with Single status compressed brackets
  • Long-Term Care Planning

A Free Guide for Divorcees

A Free Guide for Divorcees

A Free Guide For Widows

A Free Guide For Widows

Am I a Good Fit?

Our Independent Women clients typically possess the following characteristics:

  • Investment Assets > $500,000
  • Willing to implement recommendations to take ownership of financial future
  • Prefer to delegate Financial Planning & Investment Management to a Financial Advisor so that they can enjoy life without the stresses of going it alone and wondering if everything will turn out alright

A Service Model Designed to Provide Clarity in the Midst of Complexity


  • 2 Initial Complimentary Consultations
  • 3-4 Onboarding Meetings
  • 1-2 Financial Planning & Portfolio Review meetings per year
  • Phone & email conversations & support as needed

Financial Planning Areas:

  • Financial Goal Inventory & Progress
  • Savings & Investment Strategy
  • QDRO & Retirement Account Management
  • Investment Management
  • College Education Funding Analysis & Implementation
  • Estate Planning Review
  • Tax Planning
  • Employee Benefits Review
  • Long Term Care Planning

Tools & Resources:

  • AdviceWorks® Client Portal
  • Asset-Map® Visual Balance Sheet
  • Monthly & Quarterly Market Update digital subscription


  • Initial Financial Plan Set-Up: fees are waived
  • Ongoing Financial Planning: included in the Investment Management fee
  • Investment Management:
    • 1.20%/year: < $1mil
      1.00%/year: $1mil - $2mil
      0.80%/year: $2mil - $5mil
      0.60%/year: $5mil - $10mil
      0.50%/year: > $10mil

What Is Your Next Step?

Our first priority is to understand your situation so that we can provide the personal attention that your circumstances require. We want to position ourselves as your Advocate, a trusted partner working in your best interest. 

We offer a complimentary consultation so that we can get to know each other without the pressure of signing any applications or contracts. If you think we might be a good fit to be your Trusted Financial Guide, feel free to schedule a complimentary consultation to meet with us virtually to gain a better sense of how we could work together.

Schedule a Complimentary Consultation