With over 20 years in the Financial Services Industry and based on her own personal journey as a career-minded mother of three, Karen has come to understand that women have distinct financial realities. Living longer and spending more years in retirement, temporarily leaving the workforce to care for children or aging parents, divorce, single parenting and struggling with what is now known as, "Bag Lady Syndrome" - these are some of the unique challenges women face.
Karen is extremely passionate about empowering women in their financial lives and ensuring that these special planning needs are not overlooked.
Our "Women's Wealth by Design" process is comprised of a holistic approach where our goal is to create a "Life Plan". We want to partner with you through your life journey and become the primary point of contact for all financial issues and concerns - creating more time for you to focus on other key aspects of your life.
We would welcome the opportunity to sit down with you over a cup of coffee or tea to discuss your specific situation and how we can help.
Karen can be reached directly @ 519-756-3203 or firstname.lastname@example.org.
Planning for retirement
Securing education for the next generation
Creating a legacy
When you are spending your time and energy building a successful career/business – who is taking care of you and your financial future?
Creating a balance between saving for the future and enjoying the present – it doesn't have to be one or the other
Protecting the successful career/business you have created
Where to find the time to focus on the future when there is barely enough time in the day to ensure everyone is where they need to be?
You crave that hour or two after the kids have been tucked into bed – and the last thing you want to think about is – will we have enough to retire?
Or, will be able to send Johnny and Jane to College/University?
Women live longer…will I be OK if/when I am on my own?
How can I make sure the legacy that we worked so hard to create, is passed on to the next generation?
I haven't had to take care of this until now – how will I manage?
Working through the complexities of a separation or divorce?
Adjusting to the "new normal" and making sure your "new" Wealth Management Plan is intact
Overwhelmed by the sudden change in your financial situation – will I be OK?