Whether you are recently divorced, widowed or just simply looking for financial advice geared more towards
the unique planning needs of a Savvy and Independent Women, you have come to the right place. Meet our highly engaged, supportive and experienced women and wealth advisors who are passionate about helping other women who find themselves at a crossroad in their lives.
Katie has over 10 years of experience empowering independent women, newlyweds, and women in transition
due to a divorce, death of a spouse, career change, or other life event to expand their knowledge and build their
confidence regarding money and investing.
As a Certified Divorce Financial Analyst she specializes in providing financial guidance to women who may be contemplating or currently going through a divorce.
Cathy has over 25 years of experience helping women who need help planning for a successful transition into
retirement, who are recently widowed, dealing with an illness, or looking to create customized estate planning and asset protection strategies.
She is passionate about creating enduring relationships through her unhurried way of truly getting to know her clients and providing thoughtful guidance in a genuine, caring and impactful way.
Amazing things happen when women team up – especially when they come to us with a strong desire
to change their financial futures, expand their knowledge and build their confidence regarding money and investing. Empowering women with the tools they need to be financially independent is where we really make a difference in the lives of everyone we work with.
Who We Work With and How We Can Help
You work for what you earn. And you work hard. Between all the responsibilities you juggle and the obligations you must meet in your personal and professional life, you don’t have a lot of time left to add on another full-time job of being your own financial planner.
You deserve someone to work for you, who will also make sure your money is working just as hard.
Dealing with Divorce
No matter how your relationship ended, divorce is difficult on countless levels. It can be stressful, mentally demanding and emotionally taxing.
Once you start the planning and rebuilding process, however; you may find it liberating to shed some aspect of your former life and transition to the next chapter on your life’s journey.
It’s a worst-case scenario for many of us, but if you find yourself facing this new reality, reach out. We can help you understand the decisions you may (or may not) need to make around your financial situation.
There’s no denying experiencing the loss of a spouse is a life-altering event, but you don’t have to deal with figuring out the finances on your own.
Newlyweds and Young Professionals
Many young professionals coming out of college struggle with student loan and credit card debt, which can be a significant hurdle when they decide to get married or start a family. We get it. We help newlyweds, and young families better understand their finances, as individuals and as a couple, and facilitate the necessary conversations about money, debt, and their financial future.
From these conversations, we create action plans delivered in bite-size pieces, along with ongoing coaching and financial advice that helps guide them to achieving the life they want for themselves and their families.
You’re savvy enough to know that you need an attorney to counsel you about your divorce. The first step is selecting a divorce professional. If your divorced friends were satisfied with their legal representation, you could ask them for their lawyer’s contact details. Keep in mind that each case is unique. Just because your friend…
You know the divorce process is hard. You know it’s expensive to hire an attorney. Is it possible — or desirable – to do it all yourself, without legal assistance? Like most legal questions, the answer is … it depends. Here are some pros and cons of a DIY divorce without a lawyer’s expert legal…
If a divorce is looming in your future, you’ll find you have a lot of things to take care of, but your finances should be front and center. Here are 5 ways to get your finances in order before a divorce. 1. Sit down with a Fee-Only Financial Planner, preferably a Certified Divorce Financial Analyst…
Divorce is an earth-shattering experience for any couple to go through. In some ways, though, it’s worse for their kids because they were not a part of the decision for the breakup. Parents often try to stay together for the sake of the kids even when the marriage clearly isn’t working. Finally, they admit that…
The sweeping changes under the Tax Cuts and Jobs Act (TCJA) of 2017 affect many aspects of our federal tax system. One major adjustment for many divorcing couples is how spousal alimony will be treated. Definition of Alimony Let’s begin by first defining alimony. According to the IRS, alimony is amounts paid to a spouse…
When you’re in the throes of a divorce —particularly an acrimonious one with messy finances — the last thing you want to think about is walking down the aisle again. However, after a few years and with a bit of perspective in the marital rear-view mirror, you might meet someone who makes you want to…
Planning for the future is not always top priority for young families. When you’re wrangling a toddler, planning beyond next Tuesday can feel like an exercise in futility. Estate planning, however, means that if anything happens to you, your family is protected. Having basic documents in place may be able to help you minimize or avoid…
As if being a single parent wasn’t stressful enough, being an entrepreneur completely changes the game. Balancing daycare, doctor’s visits, and school functions alongside running your business is tough. If you’re already a single parent and small business owner, you know the sum of things and people that need your attention is colossal. Failure to…