Simple Strategies Financial planning
Financial Planning for Women & Families
Retirement planning built around your goals
Personalized investment strategies
Guidance on Social Security and Medicare timing
Your Simple Route to Retirement Confidence
Build Your Financial Foundation
Create a strong financial foundation that supports your goals today—while securing your retirement future. We help families optimize savings, reduce taxes, and align investments with their long-term goals.
Retire with a Plan
We help you manage estate planning, Medicare decisions, retirement income strategies, and long-term care needs—so you can confidently care for your parents without sacrificing your financial future.
Women in Transition
Whether you're rebuilding after divorce or the loss of a partner, we’ll guide you in creating a financial strategy that supports your independence, honors your journey, and sets you up for lasting security.
Our Process
Fit Meeting:
We get to know your goals, values, risk tolerance, and current assets while you learn how we can help.
Plan Design
We craft a detailed financial plan centered on your family’s goals—from retirement income to caregiving to education savings.
Onboarding & Implementation
We work together to put your plan into action with clear steps and ongoing guidance.
Ongoing Support & Reviews
We check in throughout the year and meet annually to update your plan as your life changes.
Resources
We provide tools and resources to help you reach your goals, including:
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Retirement planning guide
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Financial Planning Checklist for Moving Forward After Divorce
