No one wants to walk this journey. Everything is different now, including your financial life.
Finding someone you trust as you reset your financial picture and chart a new course is an essential step to peace of mind.
You’re in the right place if:
- You feel out of control and are unsure about “what to do next”
- You’re overwhelmed with financial terms and paperwork
- You’re concerned you won’t be able to live the life you’ve planned for
- You need someone who can make sense of it all the “money stuff” and be there when you have questions or need a second opinion
- You want someone you trust who can “take care of it for you’”
- You need someone to confirm your intuition and give you the confidence to move forward
These ideas are based on a financial philosophy derived from the way women think about money.
It’s grounded in the belief that how we use our money is a reflection of what we value and who we are.
(Which is why you’ll never hear any “how to crush the market” bravado or unintelligible financial jargon from us.)
Are we the right partners for you?
Let’s get to know each other and find your next step……..
This short questionnaire will help us determine the most appropriate “next steps.”
Upon completion, we’ll share a few ideas to consider as you determine your most appropriate “next steps.”
We trust you’ll find it refreshingly different.
Want to learn a little more about us first?
Learn more about Ed & Melana