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Your finances are overwhelming you

As a very successful woman, you know how to get things done. When it comes to your finances, it feels chaotic and unmanageable. With a high level of responsibilities and juggling of work and life, there doesn’t seem to be enough time or resources available to manage your money the way you want to.  


Money touches all aspects of your life

Build a plan for your wealth that encompasses the complexities of your life and financial resources.

Your relationship with money begins with your beliefs and behaviors, which drive your financial decisions. Our approach to financial planning begins there. Together we lay a strong foundation and build a roadmap to where you are going – where you are now and how you can get there.

We have several packages to serve your needs.


Everything in Advanced plus:

  • Tax minimization strategies
  • Wealth & legacy planning
  • Charitable contribution planning
  • Long-term care planning

$495 monthly or
$2,800 semi-annually


Everything in Essential plus:

  • Simple tax planning
  • Retirement income planning
  • Social Security maximization
  • Insurance planning*
  • Employee benefits analysis

$395 monthly or
$2,200 semi-annually


  • Goal planning
  • Initial cashflow snapshot
  • Debt Planning
  • Risk tolerance rating
  • Exclusive financial content
  • Personal financial website
  • Client retainer/ongoing advice
  • Behavioral financial planning
  • Ongoing cash flow analysis
  • Retirement plan assessment
  • College funding
  • Connection with key partners

$330 monthly or
$1,800 semi-annually

Financial planning means we provide you with comprehensive and customized directions to pursue your financial goals.

Forethought Financial Planning

Our approach creates a lasting impact

We believe money touches every area of our lives, so we start with the understanding of how your current financial behaviors and beliefs are impacting your financial life. This creates a solid foundation to build on.

With the foundation built, the strategy we create sticks. Next, we create your financial road map that starts with where you are now, where you want to go, and how you are going to get to your destination.

Our financial planning is comprehensive and customized to your life.  

Customized Financial Plan

Strategy that gets you to your financial vision

Build confidence, education, and strategy with our ongoing financial planning relationship. Together we create a customized financial plan that starts with cash flow, paying down debt, establishing emergency savings, and building an investment strategy. We also review insurance and estate planning. 

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Wealth Assessment

Our complimentary 30-minute wealth assessment identifies your needs and how our services can help you.

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Discovery Session

A 90-minute deep dive into your current financial status, including all elements of your wealth.

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Financial Plan

We walk you through a financial plan and implementation. Strategy sessions are scheduled to keep you on track with your goals.

Rewrite your money story

Women are changing the trajectory of their lives by taking charge of their finances.

There is a world of possibility available for you and your children when you see yourself as worthy of wealth. 

Plan for your future

Your financial future starts today. The decisions you make today with your wealth will either create opportunities or limit them. You are worthy of wealth.

Financial Planning

Transform your financial future

Know your wealth goals

You know where you are financially and how you are going to reach your goals.

Implement a plan that works

Your financial roadmap works because it is customized to your life. 

Reach your wealth vision

You are reaching your goals and are no longer overwhelmed by the complexity of your finances.

Have a question about Financial Planning?

Ready to transform your financial planning?

Our team is ready to guide you every step of the way.