Helping women find financial independence
More and more women are taking greater control of their financial futures, either as a successful professional or business owner, a single parent and breadwinner of the family – or due to divorce or the death of a partner or spouse.
While each circumstance is different, what many women have in common is the need to manage their financial lives, sometimes on their own for the first time.
Renee has personally experienced many of these situations herself, being a successful businesswoman and a parent. She has helped hundreds of women over the course of her career. She not only has the experience but, even more important, also the empathy for women who have encountered similar circumstances.
She has the strength of character to push past obstacles and encourage women to make the most of their lives. She hopes others are inspired by the fortitude she has exhibited throughout her career to do more than just survive, but to thrive.
She is dedicated to understanding your goals, listening to your needs, answering your questions, clarifying financial complexities and serving as a sounding board. It’s all designed to empower you to make knowledgeable financial decisions – so you can continue to enjoy life while confidently moving forward.
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Women in successful businesses and careers face many challenges, such as managing personal corporate benefits or company cash flow and 401(k) plans. There is also the time-consuming task of balancing career and family. Meanwhile, milestones approach that require financial attention: funding college for your children, caring for your elderly parents, retirement for you, and building a legacy for your family and favorite causes.
Renee knows that every woman’s situation is unique and their time is precious. She provides a supportive environment where you can freely express all of your questions, priorities and concerns – and know that you are listened to, understood and valued.
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Many of our clients are women who may be experiencing a life-changing event such as divorce or the death of a partner. The loss of a spouse has major financial implications – and they come precisely at a time of great emotional stress.
While it’s known that women have longer life expectancies than men, it doesn’t lessen the feelings of uncertainty of losing your spouse and continuing on alone. There are often medical bills and funeral expenses to pay. There are also many decisions to be made regarding issues such as life insurance proceeds, Social Security and the retitling of financial accounts. You may be afraid of outliving your savings or not having sufficient income each month to maintain your lifestyle.
Similarly, divorce also requires careful planning in order to successfully transition through this stage in life. Whether you are newly divorced or presently going through a divorce, we can guide you through the financial issues of dividing assets and managing taxes.
After a settlement has been reached, we work with you to create a plan to support your current lifestyle and to pursue your future goals. We guide you through the financial part of the divorce settlement process to minimize surprises. What might first appear as an equal distribution of an asset may not be equal after considering the original cost basis and tax consequences of liquidating or transferring the asset.
It’s important to have a good support group around you – and that is a role we are proud to fill. We are here to help you address and resolve these and all issues and concerns you may have, and to sit down with you to create a clear financial plan for moving forward with your life as an independent woman.
Read Renee’s feature story in Aspire magazine
