In Business Since 2000
(916) 782-7752
Financial Planning for Women and Women-Owned Businesses
Mon-Fri 9am-5:30pm, Sat Closed, Sun Closed
Financial Planning For Women
Independent firm providing Financial Planning and Investment services to Women and their loved ones, and Women-Owned Businesses. A goal based approach is used to customize solutions for each client, with regular communication to ensure the client's financial plan still meets their objectives. In addition, investment options also include Socially Responsible Investing to cater to each clients values and preference.
