Wealthcare for Women
Typically responds within 24 hours
Wealthcare for Women
I help women aged 55-75 retire with clarity, comfort, & confidence
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$2,000,000
Services Offered
Client Specialties
Service Pricing
Percentage of Assets (AUM)
to 1%
Flat Fee/Retainer
Meeting Options
Video meetings
Phone
Email
Clients who would be a good fit
I help women retire... And while I'm not the right advisor for everyone, after doing this work for over 30 years, here's the type of person where I can add the most value and assistance:
You're a woman 55-75 years young
I have devoted my career to helping women retire comfortably and on their own terms. I have a deep understanding of the challenges faced by women before and after retirement and years of experience collaborating with them.
You've accumulated at least $2 million in investments
Due to the high-touch, personalized nature of my services and my fee minimums, I am best equipped to help if you have accumulated at least $2 million in investment assets (excluding real estate).
You want to strike a balance
We’re a good fit to work together if you want to balance living well today with feeling comfortable and confident about your future.
You value collaboration
I do my best work with clients who like the idea of having an experienced partner–advisor to discuss ideas and collaborate with on your planning decisions.
You're a team player
If you’re married, you want your spouse to be involved in the financial planning process.
You're a woman 55-75 years young
I have devoted my career to helping women retire comfortably and on their own terms. I have a deep understanding of the challenges faced by women before and after retirement and years of experience collaborating with them.
You've accumulated at least $2 million in investments
Due to the high-touch, personalized nature of my services and my fee minimums, I am best equipped to help if you have accumulated at least $2 million in investment assets (excluding real estate).
You want to strike a balance
We’re a good fit to work together if you want to balance living well today with feeling comfortable and confident about your future.
You value collaboration
I do my best work with clients who like the idea of having an experienced partner–advisor to discuss ideas and collaborate with on your planning decisions.
You're a team player
If you’re married, you want your spouse to be involved in the financial planning process.
Clients who wouldNOTbe a good fit
If you're not 55-75 years of age. If you're focused solely on investment management/performance
If you have no interests outside of work
If you're not interested and willing to explore the role of money in your life and decision making
If you have no interests outside of work
If you're not interested and willing to explore the role of money in your life and decision making
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
Works with clients around the world
Requirements:
$3,000,000 Minimum Investment
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Portfolio Rebalancing
Portfolio Management
Asset Allocation
Risk Management
Alternative Investments
401(k) & IRA Management
Pension Planning
Social Security Planning
Estate Planning
Trust Services
Charitable Giving
Philanthropic Planning
Family Wealth Transfer
Financial Planning
Cash Flow Planning
Debt Management
Education Planning
Insurance Planning
Life Transition Planning
Tax Strategy
Business Succession Planning
Exit Planning
Executive Compensation
Stock Option Planning
Specialities
0.00%-1.00%of AUM fee
Works with clients across the US
Requirements:
No Minimum
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
$2,500-$10,000One-Time Planning Fee
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
