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Empowering women with the financial confidence and resources they need to take control of their money and wealth.

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The Why

Women are breaking glass ceilings. 

We are breaking the mold.

There are many theories about why women don’t take charge of their finances: lack of confidence, lack of interest, lack of time. While there may be some truth in all of these, we believe the most important reason is that not enough women have been leading the conversation.

We have the power, know-how, wisdom, expertise and resourcefulness to change that now.  

Join us as we begin a different kind of conversation. A conversation that is is more engaging, less intimidating and more meaningful. A conversation that directly connects women with other women who know how to build wealth and are passionate about sharing their expertise so that all women gain the confidence to be stewards of their own and their families’ wealth.

Her Wealth® inspires Confidence

When women are empowered with financial knowledge, they are more confident stewards of their money and wealth.

You have questions and concerns like, “Will I outlive my money?” “Am I invested wisely?” “How should I save for my kids’ college?” “Do I need long-term care insurance?”

We have the answers. We also have more questions. Questions that most people don't even think to ask.

HER WEALTH articles, guides and resources were developed keeping this in mind. You shouldn’t have to be the expert to get the advice and guidance you need. We keep our materials approachable and simple, but not simplistic. We honor your time, and respect your intelligence.

We're here to support you with more in-depth or customized solutions at every step along the way.

Resources We Recommend

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About Her Wealth
Managing your wealth can seem like just one more thing on your long to-do list. You want things done wisely and well, and we can help you. Learn how.
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Pre-Retirement checklist
Our Fearless Financial Plan for Retirement is full of resources that help you explore what retirement looks like for you, and a checklist to prepare you for the retirement you envision.
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Downloadable Resource
Post-Divorce checklist
Our Wealth Advisors have been through the divorce process many times with clients and want you to gain the confidence of being prepared to move on to a brighter (financial) future.
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Downloadable Resource
In Case of Emergency checklist
No one can predict when an emergency will happen, but we can be prepared. This checklist will help you take care of your family and financial responsibilities when you cannot.
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