A woman in transition is a woman who is experiencing a significant change in her life which can cause her to face a number of frustrating challenges.
Business Owners
As a business owner, you’re responsible for two families: the one you have at home, and the one you have through work.
Growing Families
A growing family can face perhaps the most daunting financial pressures you’ll encounter at any stage in life; it is also the busiest.
Pre-Retirees/Retirees
When you retire your accumulated wealth is most likely at its peak. Retirement these days may last decades, and age brings on many potential threats to your financial health.
Medical Professionals
Medical professionals are busy people with a limited amount of time to devote to their personal finances. Allowing a Financial Planner to deal with the money management, medical professionals can focus on providing great patient care and building their practices.
