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, Practitioner

Founder & Fiduciary