Redefining Wealth for Women

Financial Planning in ever-changing times

We recognize that women are faced with unique challenges in this ever-evolving time. Whether it be taking time away from their fast-paced career to care for their family or aging parents, to becoming single by a marriage dissolution or outliving their spouse/partner, we understand the need to inspire confidence by educating women as the CEO of their household.

As a fellow CEO, Trudy understands what it feels like to wrestle with questions like: “what’s for dinner” “do you have homework?,” and “when do I find time for me?”

Pulling from her experiences and expertise, our Leader, Trudy, approaches your financial goals and concerns with an empathetic lens, as she constructs a simple and easy-to-follow financial plan.