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Your Financial Plan of Action

The process of designing your financial plan of action should look like this:


Your goals may be retirement planning, education/college funding, taking care of your loved ones if you are not there, life insurance planning, retirement income planning, business planning, and/or charitable gifting, and not being a burden on your children.

<strong><br /><br />Identifying and prioritizing your goals - short term and long term, and your values</strong>



Identifying and prioritizing your goals - short term and long term, and your values

  • Analyzing your current situation, you cannot make a plan without understanding where you are now - looking into our "junk drawer" of all our financial decisions you have made so far
  1. Develop a plan of action, or solution
  2. Implement, and this could be several steps or a few
  3. Monitor the plan
  4. Review, are you on track, or are changes needed?
<strong>Helping women gain the confidence they need to take control of their financial security for today and the unknown of tomorrow.</strong>

Helping women gain the confidence they need to take control of their financial security for today and the unknown of tomorrow.

I have been a single mother, divorced, a mom in a blended family, and now I am a widow. I also saw my role with my mother change when she reached age 90 and lost some of her independence. I became more of the "mother" and she became more of the "daughter".

I run a women's wealth management practice working with women in all stage of their lives. This does not mean I do not work with men, I do have men as clients, but the majority of my clients are women.

As many as 80 - 90%* of women will be solely responsible for managing their own money at some time in their life.


Our conversations are private.

My compensation depends upon the services I provide and may include fees and/or commissions. Products and services could include: Financial Planning, Annuities, Life Insurance, Wealth Management, Investment Accounts, IRAs, 401 (K) Rollovers and Long-Term Care.


*Wojnar, K. and Meek, C. "Women's View of WEalth and the Planning Process," Advisor Perspectives, March 1, 2011.

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