Yes. We’re a woman owned and operated firm and proud of it!
We’ll review your current situation and advise you on next steps.
Gain peace of mind knowing that you’ve made things simple for your loved ones and secured their future with your personal Estate and Legacy Plan.
Learn how to avoid the 10 most common estate planning traps, save thousands of dollars in legal fees, and make sure your loved ones are taken care of after you’re gone. A must-read for women and their loved ones.
Coming from a lineage of strong women and being a professional woman, wife and mom myself, I believe strongly that every woman needs both a solid financial and estate & legacy plan to protect herself and her family's future. And yes, if you're wondering, we do work with men too.