Are you a professional woman 40+ going through a life transition?
You’re at a crossroads. Get the support you need to move forward with clarity and confidence.
Career Transitions
Ready to switch it up in your professional life? Maybe you’ve been laid off, decided to switch jobs, or you’re ready to take a step back and think about retirement. Whatever the transition is, it can bring up a lot of anxiety and concern about money and finances. Working with someone you trust can help you separate the fear from reality. Getting clarity and insight can help you expand your options.
Personal Transitions
Have the people in your life shifted? Perhaps you’ve been through divorce or you’re facing an empty nest. Although personal transitions can mean the end of an era, your future can bring unexpected opportunities and experiences. Make sure you’ve dotted all your i’s and crossed all your t’s and get ready for your next evolution.
Inheritance/Financial Windfall
Sudden money you don’t know what to do with? Sometimes it’s best to do nothing right away. An inheritance or financial windfall can bring a lot of emotional baggage even as it brings financial possibilities. It’s time to do some inner work and figure out how to use the money in alignment with your values.
Your Life Stage
Life stage impacts your money decisions during transitions. In fact, life stage changes are transitions themselves.
In Your 40s - Balance
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You career trajectory and what it means for your finances
What to do about optimizing your savings v. spending
How to evaluate trade-offs between current you and future you
Coordinating finances with your partner or spouse
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Help with evaluating job and career options
Managing stock options, bonuses, or other income streams
Maximizing retirement contributions, diversifying investments for the long-term, beginning to plan for retirement
Evaluating trade-offs and impacts of family life choices and caregiving
Tax-optimized choices that consider your entire life and financial picture
Personalized financial advice based on your goals and experience
In Your 50s - Prepare
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Navigating career transitions and late-career choices
Maximizing and protecting your savings and investments
Living a lifestyle that supports your desire for travel, hobbies, and other personal goals
Managing family dynamics of aging parents, support for grown children or unexpected windfalls
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Planning for career pivots/promotions, early retirement, or scaled-back choices
Making sure you have investments that are in the right accounts, with the right risk, and are tax-efficient
Re-assessing need for insurance products to protect accumulated wealth
Creating clarity on what kind of planning you want to do to enjoy your lifestyle
Age 60+ - Execute
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Retirement readiness and financial security
Peace of mind that you won’t run out of money when you retire
Considering transitioning out of paid work
How to decide about spending money while you’re healthy and able to do the things you’ve been putting off
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Helping you create a sustainable income stream from your savings and investments
Planning for tax-efficient use of resources
Deciding when to claim Social Security
Understanding health insurance options including Medicare
Planning for transitions that may include relocation or long-term care
How We Work Together
Your money is more than what’s on fire in your life today. We’ll work together to put out the fire - and tackle all the other aspects of your financial life.
It’s all intertwined.
