Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Whether you are a career woman, entrepreneur, trusting wife, divorcee, widow or young mother – chances are you share the same concerns:
You don’t want to be told what to do. You want a clear plan and to understand what you have and why you have it. This empowers you to make smart financial decisions. That is why we have created a simple, but powerful, three step process that provides the clarity you need to make smart financial decisions.
We will design a lifestyle wealth plan for you that outlines the steps to take on your journey toward living the life you desire.
We delicately balance your goal for safety with a need for income and growth, enhancing your overall sense of financial security.
We educate, challenge and encourage you to know what is needed to take charge of your financial life.
Growing up, my mother was the hardest working woman I knew. She was the rock of our family. After my father became ill, the burden on my mom doubled. Her greatest stress was financial, driven by her fear of not having enough to provide for and protect her children. I delayed my college studies in order to work, contribute, and help my mother. It was my love for my mother and her tremendous courage that inspired me to build a career in the financial industry.
When I became a financial advisor, I naturally gravitated towards helping women. While the industry was focusing on men, I wanted to make working with women a priority. I wanted to be the advisor that my mother never had, who she could call upon for life’s daily financial stresses. I wanted to help the mother, the career woman, the trusting wife, or the woman who is experiencing a difficult life transition. I wanted them to know that I cared about their future, and help provide a safe and encouraging environment where they could discuss their concerns, ask questions, and feel supported. I wanted to be the advisor that my mother never had.
That is why I feel my true purpose as a financial advisor is to create a welcoming environment that inspires women to become more involved in planning for their financial future. I strive to empower women to become more confident in their ability to make smart financial decisions and to live the life they want and deserve.
In your search for clarity, here you can spend a few minutes finding out how much you know (or don’t know) about your finances. Your score will help you understand the next steps you should take. At the end of the quiz, don’t forget to provide your email to obtain our financial worksheets and sign up for our newsletter, Moment of Clarity, which provides useful tips, tools and lessons to help you get more engaged in your finances.
Please select your answer to the statement as it applies to you.
I don't know
Would take a lot of work
I can easily figure this out
I know at all times
Would take me a while to figure out
I can handle this with little work
I know exactly where everything is
Should I be able to do this?
Not very likely
Can easily estimate
I can calculate with a lot of work
I can figure out with some work
I am well aware of these sources
I guess I can figure this out?
I can estimate with minimal work
I am well aware of the amount
I have no idea - never discussed it
I could venture a guess
It's been a while since I reviewed it
I have somewhat of an idea
Yes, I am involved in the process
Not a clue
Could maybe guess
Haven't checked it lately
Yes, I know exactly how much
I would need to search
I have a pretty good idea
I am current on my estate plan
To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.
Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.
Print your report here