Our Team

 

We believe our teamwork approach adds a different perspective to all we do and provides increased benefits to our clients.

Experienced, knowledgeable, resourceful and passionate, our team represent the best there is in financial education and coaching.  At Women Wealth and Worth, we understand the value of smart professionals with experience and perspective.  Most of all, we understand it takes a level of care to deliver the most meaningful results over time.

We also can answer your questions, including:

  • Can I retire early?

  • Are my investments working hard enough?

  • What’s the best approach for college savings?

  • What are the elements of a sound estate strategy?

  • Do I have enough life insurance for my family?

  • When can I retire?

Our team of financial professionals can help educate you around:

  • Investing principles and strategies

  • Retirement investing and distribution strategies

  • Estate planning issues

  • Risk management



Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.