What We Do

At Women of Substance, LLC we connect clients with our team of skilled professionals who have all contributed their expertise to various aspects of the financial planning process. We offer our clients unbiased guidance and financial advice to help them navigate life’s many stages and transitions.

This navigation begins by working through our unique Power of the Purse™ Planning Process. Our advisors help alleviate any potential feelings of anxiety or pressure that our clients may feel when they’re preparing for retirement, the loss of a spouse, the loss of a job, or a divorce.

Some of our clients have shared stories about the tremendous amount of guilt they feel. These clients worry that they have neglected their roles as mothers, wives, and daughters in order to meet the demands of their careers.

Does that concern sound all too familiar?

... If so, you’re in the right place.

With a proper planning process, you can continue to give your time, share your talents, and enjoy the financial freedom and lifestyle you have worked so hard to achieve.

Thank you for being here. We look forward to learning more about how we can help you live the life you have always wanted.

Need help with taking charge of your finances? Let’s schedule a time to sit down and explore where you are today and how to plan for tomorrow. As always, we are here to help.

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