Most of our clients are successful women, who are Pillars of Strength in their communities and in their homes!
Women who go “above & beyond” to meet the needs of others; even at her own expense. These women are the backbone of our society.
What we have learned about Women
Early in my career, I immediately noticed that women seemed disconnected and disengaged from the process. It is often cited that women feel ignored “the invisible spouse,” * when it comes to the traditional financial planning process. What I didn’t know was how deeply rooted and systemic the problem was and continues to be.
Our clients and community look to us to communicate and act in a way that is meaningful and goes beyond performance charts.
Claudia F. Rivers CFP, Practitionaire
Founder & Fiduciary