Some women may have inherited wealth and may or may not be employed. Some are corporate executives, entrepreneurs or middle management. They may be single, married, divorced or widowed. They may or may not have children. A woman's financial situation is often unique, and an individual approach to financial planning is essential.
There are a variety of issues, problems and solutions to consider. Adopting a systematic and individualized approach can help to address and solve these problems while achieving a woman's investment, retirement and estate planning goals.
Cheryl is passionate about helping women in transition, whether that transition is because of a divorce, death or an upcoming retirement. Having your life change unexpectedly can be very stressful. Women need a compassionate, educated woman to help guide their financial decisions. Cheryl works with your trusted attorneys, CPAs and real estate agents to help guide you through your transition.