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Planning Makes A Difference

Planning Makes A Difference

January 05, 2022

WOMEN ON THE RISE: Women control 51% of all personal wealth in the United States today. Over the next 40 years, women stand to inherit $28.7 trillion in intergenerational wealth*
It's about time we better understood what we are doing with it!

As the founder of a wealth advisory practice that is solely dedicated to female clients one of my highest priorities as a financial professional is to help ALL women (single or married, widowed, or divorced) plan-ahead for their financial well-being and the financial well-being of their families. This requires that they take control of their finances today and learn how to save, invest, and plan for their future.

Please contact us for a free consultation:

960 Holmdel Road, Building 1, Holmdel NJ 07733
Direct Tel: 732-546-9315

*Source: Georgetown University (2018) and, March 4, 2019