Are you the financial head of your household?
Let us help you carry that burden by serving as your partner in important financial decisions and strategic planning for your future.
As a woman who is the head of her financial household,
we understand that you face a unique set of challenges.
You carry the heavy burden of managing household finances, planning for retirement, providing for your family and ensuring the financial stability of your future — all by yourself.
At the same time, you face challenges in the workplace where gender pay gaps abound and decreased advancement opportunities for women can unfortunately lead to a lower lifetime income.
You may have even encountered significant life transitions and challenges such as being a single mother, going through a divorce or unexpectedly becoming a widow.
All of this adds up quickly and as the sole financial decision-maker in your household, that burden can become too heavy to bear on your own — or even know where to start.
Let us be your financial partner in both big & small decisions.
Many of our clients who are the financial heads of their household come to us with concerns such as:
“How can I create a comprehensive financial and retirement plan that aligns with my goals and priorities?”
“What steps should I take to ensure I’m making the most of my financial resources?”
“Are there opportunities for me to increase my income and provide better support for my family?”
“How much should I be saving for retirement? Are there retirement account options that are best suited for my unique situation?”
“How can I navigate the complexities of investing in the stock market? What strategies can help me feel more comfortable with those risks?”
“How can I financially plan for my children’s education without compromising my own financial stability?”
“What steps should I take to protect my assets and establish an estate plan that secures my family’s financial future?”
“How do I hire a financial advisor who I’m comfortable with and understands where I’m coming from?”
If you have any of these questions,
you are not alone.
We are here to help.
Our services are designed to empower women to be financially independent, particularly those who are divorced or widowed.
Full Service Financial Management
For The Woman Who Wants
Her Finances Handled For Her
Financial Planning Packages
For The Woman Who Wants
To Manage Her Own Finances
Transition Support
For The Woman Who Doesn’t Know
What’s Next & Needs Advice
No matter how we work together, the most important thing to us is that through the process you feel:
Seen & Heard
We want to understand you, your goals and recent changes in your life to determine the best place to start as you take control of your family’s finances.
Not Alone
We will meet you where you and become your financial partner as we evaluate your unique financial situation including your income, budget and assets to help you get a better understanding of where you are financially and what’s possible.
Secure
Together, we' will develop a written plan for how you can support yourself and your family financially, both now and in the future.
Supported
Our team will make themselves available for you to address any questions and concerns along the way, no matter how big or small.
Empowered
We will help you understand the plans and strategies we develop together (and all that pesky financial jargon!) so that you feel educated about your family’s financial plans.
Confident
Through our collaborative process of strategic planning and proactive wealth management, we want to help you see the potential for a bright financial future.
Hi. I’m Lauren Smith
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™, I empower women to take control of their finances – especially during life’s big transitions.
I serve as a strategic advisor and sounding board to my clients in all aspects of their financial wellness, whether that means developing a retirement plan, advising on advantageous timing of Social Security withdrawals, considering this year’s tax consequences, establishing an optimal cash flow or supporting them through unexpected financial situations.
My goal is to make the financial world straightforward so that my clients can feel confident in the road map we build together and are able to spend their time focused on more important things.
I understand the weight of the burden that falls on women – particularly widowed, divorced and head of household women – to provide for their own future. And I am dedicated to supporting women through these transitions to help them set themselves up for financial independence.
Book a Complimentary 20-Minute Consultation Call with me.
Are you ready to take control of your financial future?
The first step is as simple as a phone call.
Click the link below to schedule a complimentary 20-minute one-on-one consultation with me.
We can discuss where you are in your life right now, any transitions you may be going through, and a few options for how I may be able to partner with you on your financial journey.