We provide sophisticated wealth management, investment, and tax planning services, specifically for women of Californias North Bay, to help optimize their wealth. Our The Joy of Retirement Process® is focused on achieving financial independence and happiness through guiding you toward reaching your goals, budget coaching, organizing your financial life, and maximizing your wealth.
General Information |
| Services: | Taxes, Business, Retirement, Estate, Divorce & Assets, Wealth accumulation, Risk Management |
Office Hours |
| Monday | 08:00 AM - 03:00 PM | |
| Tuesday | 08:00 AM - 03:00 PM | |
| Wednesday | 08:00 AM - 03:00 PM | |
| Thursday | 08:00 AM - 03:00 PM | |
| Friday | 08:00 AM - 01:00 PM | |
Social Media |
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* Advisor information is provided in partnership with Yext |