Who I work with
Women whose retirement plan needs a fresh look — with different eyes.
The specifics vary. What holds across almost every situation is a plan that hasn’t caught up with life yet.
When retirement planning is entangled with a parent’s care
Whether to reduce hours at work, when to elect Social Security, what to do with a parent’s house, how to talk to siblings about mom’s finances — these are the decisions that tend to arrive together.
- A parent's situation recently changed — and your own timeline started shifting too.
- Household finances that are meaningful, but doing more than one job at the same time.
- Decisions coming up that shouldn't be rushed, but might have to be.
- A quieter question about whether the caregiving years have cost more than can be made up.
Watching a parent decline while trying to make good decisions about your own next thirty years is a lot to carry at once. I’ve been in this situation myself, and it’s part of why this is the work I do.
The work looks like understanding the whole picture first, then talking through the decisions in the order they need to be made, then building a plan you can defend to yourself and explain to the people who need to know it.
More on retirement & a parent’s care
Not everyone is in the middle of a parent’s care
Some women come to the work for other reasons entirely. The work looks the same: understand the whole picture, take the decisions in a sensible order, and build a plan you can hold onto when the next thing happens.
- Planning ahead of any trigger
- Rebuilding after a divorce that's fully settled
- Widowed a year or two out, ready to look at everything
- In a second marriage, sorting out his, hers, and ours
- Single, and planning without a partner
FAQ
For women in transition
I'm recently divorced. Is it too soon to start planning?
If the divorce is fully settled, it's often exactly the right time to rebuild the plan on your own terms. We start by understanding your new picture, then take the decisions in a sensible order — no rushing.
I lost my spouse. When should I make financial decisions?
There's no need to rush the big ones. Many women come to this work a year or two out, finally ready to look at everything. We can begin with what's clear and leave the rest until you're ready.
We're in a second marriage. How do we handle his, hers, and ours?
Carefully, and in the open. Blended finances over a twenty-year horizon touch income, beneficiary designations, titling, and legacy. We map how the pieces fit so both of you understand the plan.
Do you only work with women?
The practice is built around women planning for retirement — that's the focus and the specialty. If that describes you or someone you love, the first conversation is at no cost.
Does any of this sound like where you are?
The first conversation is at no cost. It's about understanding your situation and whether it makes sense to continue from there.