Women's Financial Success
Financial planning for newly independent women
Losing a partner or becoming newly single is overwhelming and women are often caught in the headlights when they find themselves newly independent. Led by skilled female advisors, our team partners with single women to help them understand their financial state, listen to their goals, and put a plan in place to meet them.
Financial planning for newly independent women
Losing a partner or becoming newly single is overwhelming and women are often caught in the headlights when they find themselves newly independent. Led by skilled female advisors, our team partners with single women to help them understand their financial state, listen to their goals, and put a plan in place to meet them.
A compassionate approach
It starts with you, not your money. Whether you feel grief, relief, or even joy in your situation, our team offers a supportive and caring environment to understand your life story and bring you peace of mind.
While your situation may be similar to others, every woman is unique. Once we understand your needs and goals for the future, we create a custom financial strategy to get you there, while maximizing your investments and keeping your tax burden minimal.
Identify
Understand your current situation and define financial goals and objectives.
Analyze
Build a plan and develop strategies and recommendations to succeed.
Implement*
Put the plan into action and stay in regular communication with every client.
Monitor
Undergo ongoing reviews and revisions of the plan to stay on track to meet your goals.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
For independent women looking for financial planning and wealth management, we provide:
A dedicated, women-led team of financial advisors
Assistance for individuals both with or without knowledge of their finances to better understand their wealth and plan for the future
Evaluation of your personal and household expenses
Guidance to find your money and organize it
Help making smart (not hasty) moves with your money
Objective investment and financial advice
Education on all the elements of your financial life
Female advisors with firsthand and deep understandings of single women’s financial needs
Development of budgets, investment plans, retirement strategies, tax efficiencies, and other financial goals
Educational resources, workshops, and personalized guidance to enhance your financial literacy and equip you with the tools to make sound financial decisions independently
Ongoing support and regular reviews ensure your plan remains aligned with your evolving needs and goals
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8444 Westpark Drive, Suite 900, Tysons, VA 22102
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AWARDS & RECOGNITION
Forbes Best in State Wealth Advisors: 2024 Best in State Wealth Advisors ranking was issued by Forbes on 04/07/2024 for the period covering 04/07/2024 – 04/07/2025. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please visit www.forbes.com.