EVENTS CALENDAR

Ready for a fresh, new approach to managing your money and investments?  Curious what it is like to let go and lean into a more satisfying financial life?  Interested in being part of a “safe space” with other women, talking about personal finances? Join us for our new "Women & Wealth Bootcamp” Hosted by Caroline […]

Life's twists and turns often prompt us to reevaluate our financial strategies. Whether it's a professional shift, retirement, personal loss, or adjusting to an empty nest, this bootcamp series addresses the unique needs of women facing these changes. Recognizing the evolving social landscape and the likelihood of being solely responsible for finances, we aim to […]