Wealthcare for Women
I'm a fee-only, fiduciary financial advisor focused on retirement planning for women.
My 30+ years of experience delivering personal financial advice combined with my financial life planning approach to retirement helps women achieve comfort and confidence for the future while making the most of their lives today.
You can reach me directly at 404.254.6993 if that's a conversation you'd like to have. You can also visit my website to learn more about me and my work: http://www.wealthcareforwomen.com
I love my work as a retirement advisor and can't imagine doing anything else. However, I am also proud to serve as a trustee for the non-profit Georgia Eye Bank.
Family is important to me and I enjoy spending time with my wife Elizabeth and our rescue pup, Winnie.
My 30+ years of experience delivering personal financial advice combined with my financial life planning approach to retirement helps women achieve comfort and confidence for the future while making the most of their lives today.
You can reach me directly at 404.254.6993 if that's a conversation you'd like to have. You can also visit my website to learn more about me and my work: http://www.wealthcareforwomen.com
I love my work as a retirement advisor and can't imagine doing anything else. However, I am also proud to serve as a trustee for the non-profit Georgia Eye Bank.
Family is important to me and I enjoy spending time with my wife Elizabeth and our rescue pup, Winnie.
0
Client Reviews
to 1%
Percentage of Assets (AUM)
$2M
Minimum Investible Assets
N/A
Minimum Annual Income
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$2,000,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
to 1%
Flat Fee/Retainer
$12,000
Meeting Options
Video meetings
Phone
Email
About Wealthcare for Women
I help women aged 55-75 retire with clarity, comfort, & confidence
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.
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1 Client Reviews
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Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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.
