Before founding my own firm, I spent over a decade advising high-net-worth families at Morgan Stanley, Merrill Lynch, and Ameriprise. During that time, I witnessed how often women experiencing divorce or widowhood were left feeling unseen, unheard, or unsupported by traditional financial advisors. The advice they received often didn't reflect the unique emotional and financial complexities they were facing. They needed more than just investment strategies - they needed a trusted partner who understood the weight of their situation and could walk alongside them with compassion and expertise. I knew there had to be a better way.
NAVIGATING LIFE'S CHALLENGES WITH YOU