Are you a professional woman 40+?
It’s time to work with an expert to get your finances in order, and off your list of things to do. It doesn’t matter where you are in your financial journey - financial planning can help you get where you want to go.
Your Life Stage
In Your 40s?
-
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
-
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?
-
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
-
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+?
-
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
-
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
Services & Pricing
-
You might be interested in this service if you want all the financial areas of your life to work together. We can help you answer questions such as:
Am I saving/investing enough for retirement, college or other financial goals?
How do I optimize my cash flow and make sure I’m not overspending?
What kind of insurance do I need?
What employee benefits should I enroll in?
Am I paying too much in taxes and is there any way to improve my tax situation?
What do I need to do in case something happens to me?
How can I make sure my wishes are followed after I pass away?
When can I retire (or make work optional) and what will that look like financially?
How can I use my money to enjoy my life more now and in the future?
It is an ongoing service that provides updated recommendations as your life shifts and changes.
Fees start at $4,800 annually (paid as a monthly payment)
-
This service might work for you if you are within a few years of retirement or already retired. It helps you answer questions such as:
Do I have enough money to retire?
What can I expect my retirement lifestyle to look like?
When should I start receiving Social Security?
What should I do about health insurance prior to Medicare or what Medicare options should I choose?
How do I manage various sources of income like pensions, social security, and RMDs?
Is there a way to save on taxes in retirement?
How do I plan for major expenses, long-term care, charitable giving, or leave a legacy?
What can I do with my investments to support my retirement goals, save on taxes, and be able to sleep at night?
It is an ongoing service that provides updated recommendations as your retirement evolves.
Fees start at $6,000 annually (paid as a monthly payment)
-
Professional management of your accounts can help with:
What accounts do I need to meet my goals?
How should my assets be invested for the short and long-term?
Can you help me align my investments with my tax situation?
How can I feel comfortable sleeping at night but still get growth for the future?
Can you help me choose and understand what investments make sense for me?
Fees range from 0.55%-1.15% annually of assets managed, depending on portfolio size
-
This service is a short engagement that focuses on a specific set of 1-2 financial planning questions to be answered and recommendations to be provided.
Fees start at $1,000 (paid in 2 payments)
Take the next step and book a complimentary intro call.
Let’s chat.
