Who We Work With
Although I work with both men and women, most of my clients are women. And because women are expected to live nearly 90% longer in retirement than men, it’s essential that they take control of their financial future.
Lisa Strauss
Financial Independent Women: Empowering women with tailored financial guidance through life’s transitions, focusing on informed, strategic decision-making.
Mark and Sarah Miller
Amicable Couples: Facilitating cooperative couples navigate a mutually beneficial financial separation with respect and understanding.
Emily Richardson
Suddenly Single: Supporting individuals who are unexpectedly single with compassionate, comprehensive financial planning for a new life chapter.
Pre-Divorce Checklist
Going through a divorce can be an incredibly challenging and emotionally taxing period.
It’s a phase where life may seem quite turbulent. If you’re contemplating a divorce or if your partner has initiated the discussion, we’ve developed a list of items you should address before you proceed.