Financial Planning Services
For Women
Get the clarity, strategy, and support you need to stop stressing about money and start building wealth with confidence.
Why Work With A Financial Planner
Money touches every part of your life. It decides how you live now, how you’ll live later, and how much freedom you really have. But figuring it out on your own can feel confusing and overwhelming. That’s where I come in.
Together, we’ll create a plan that puts you in control of your future.
- Portfolio Audit & Strategy Session
- Retirement Planning
- Portfolio Management & Financial Planning
Portfolio Audit & Strategy Session
This one-on-one session provides a detailed review of your current investments and financial plan. You’ll walk away with:
- A snapshot of your financial position
- A clear strategy to align your portfolio with your goals
- Action steps you can take right away
Think of it as a financial health checkup, designed to give you clarity and confidence.
Audit My PortfolioRetirement Planning
Ever wondered if you’re saving enough? Or whether you’re on track to retire when you actually want to? In this session, we’ll:
- Run a full retirement projection
- Identify any gaps in your savings plan
- Create a step-by-step roadmap to financial freedom
Get peace of mind knowing exactly what it will take to make “work optional.”
Plan My RetirementPortfolio Management & Financial Planning
If you want your money managed by professionals without paying big fees, this service is for you. Think of it as investing on autopilot with a personalized financial plan that adapts as your life changes. This includes;
- Professionally designed and managed ETF portfolio
- Ongoing rebalancing, monitoring, and adjustments
- Continuous financial planning support at a fraction of the typical cost
You get hands-off investing, tax-efficient strategies, and peace of mind knowing your money is working harder for you every day.
Build My Wealth PlanMoney Talks… and So Do My Clients
Bring Financial Literacy to Your Team
Money stress is the number one distraction at work. I deliver corporate workshops and keynotes that teach employees how to reduce money stress, build confidence, and plan for the future. The result? Happier staff, better retention, and more productivity.
Discover Public Speaking & Corporate WorkshopsWant to Learn at Your Own Pace?
If you’d rather roll up your sleeves and build money skills yourself, check out my programs:
- Her Freedom Fund: Master money basics and build financial confidence
- She Invests: Learn to invest without overwhelm
- She Bitcoins: Understand crypto and how it fits into your wealth plan
Ready to Take Control of Your Money?
With the right financial plan, you can take control of your money, retire earlier than you thought, and live life on your own terms. Let’s get started.
Book Your Clarity Call