What to Expect When You Contact Us

Let’s start with a conversation over the phone. We are easy to get to know and love talking with people who want to simplify their financial lives and to create a plan for achieving what’s most important to them. We will have a conversation about:

  • What’s on your mind? Why are you calling us now?
  • What are you looking for in a financial planner?
  • How will a financial planner help you meet your life goals?
  • What obstacles have you encountered and what are your plans for moving forward?

We work best with women in transition (particularly those facing the loss of a spouse or divorce) and their families for whom we can truly make a difference in their financial future. If we agree together to continue our conversation, we will send you information about our firm and how to prepare for our Discovery Meeting.

Discovery Meeting

We will meet with you and your life partner in person or virtually and spend 1-2 hours to clarify your values, circumstances and aspirations. During this complimentary meeting, we will provide information about our process and see if our services would be helpful for your situation.

Get Started Now

Call our office at 714-971-0663 or submit a contact form below and we’ll contact you promptly.

5011 Argosy Ave, Suite 7

Huntington Beach, CA 92649

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