Helping Women Navigate What's Next
Who We Serve
Women have emerged economically, earning, controlling and inheriting more wealth than ever before. With this wealth there is more financial responsibility and complexity, often intertwined with juggling careers, caregiving and life’s transitions. Let us help you develop strategies designed to help you grow, manage and protect your wealth.
We Serve As An Independent
Fiduciary And
Are Commission-Free.
To schedule a free consultation, click below.
As An Independent Fiduciary,
Fee-Only And Commission-Free,
We Can Help With Those Things.
While related to the financial industry, the word "fiduciary" actually comes from the Latin for "trust." Being your fiduciary means establishing a relationship with you that inspires your faith and trust in our process together.
However, not all fiduciaries are created equal. Some fiduciaries are hybrids or are dually licensed, making them also beholden to other entities.
- We are acting as your fiduciary 100% of the time.
- Your interests are our first obligation.
- Our fees are transparent; no hidden charges.
- Since we sell no proprietary products, there are no conflicts of interest.
- We answer only to you.
High Net Worthy for you--and you alone.
From The First Phone Call To Initial Analysis,
We Do Consultation Differently.
Want to learn about the free wealth-planning consultation that goes way beyond "Hello"?
Blog
6 Tax Planning Strategies to Consider in Retirement
Why Estate Planning is More Important for Women
Budget – Financial Plannings four letter word
Save Like a Pro – The Sequence of Savings
10 Steps to Secure Your Retirement: A Comprehensive Guide
Healthcare Savings Hacks Every Retiree Needs to Know
Do you have enough? 5 Step Calculation for Retirement Readiness!
Understanding the Secure Act 2.0: What You Need to Know for Your Retirement Planning
Navigating Tax Strategies in Retirement: Essential Tips for Planning
How to Replace Your Paycheck in Retirement
Should You Change Your Investments as You Approach Retirement?
Grandparents support paying for college just got easier.
Want To Have A Conversation
About Your Wealth Plan?
To schedule a free consultation, click below.
Contact Info
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45 LYME ROAD, SUITE 204A
HANOVER, NH 03755
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