24800 Denso Drive
Educate Empower Engage
It is our mission to help women feel empowered on financial matters through education. Financial planning needs for women are not different from men but women face unique challenges and often have different needs. Informed women make informed choices and are more confident of their decisions. Women want an honest and trusting relationship from their advisors.
Families with a dependent with disability face unique challenges that require lifelong care and support for their loved one, in addition to all the basic financial planning needs. Special Needs Financial Planning extends beyond the parent’s lifetime. It requires a comprehensive approach beyond legal planning and is an ongoing process.
Special Needs Website
Planning for post- work life is a combination of financial and life planning. A longer life expectancy and an ever changing economic environment requires creative solutions and ongoing counselling. Planning needs to begin years prior to retirement and focus on comprehensive planning beyond investments.
Many business owners find the prospect of transferring ownership in their business to be overwhelming. The Small Business Administration (SBA) notes that the primary cause for failure is lack of planning. To exit successfully, owners must have the following 3 elements in place: