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.

Moment Private Wealth is an SEC registered investment advisor specializing in helping professional athletes and high growth entrepreneurs. Said another way, we work with people who bet on themselves.

Ad Astra Financial Planning specializes in helping tech professionals make work optional and take career breaks through harnessing equity compensation and tax-efficient financial planning.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.

Hightower Wealth Advisors | St. Louis is an intentional wealth management practice powered by intentional people. With an equal commitment to greatness and kindness, we focus on successful individuals, families, entrepreneurs, and business owners who want to make a lasting impact.
Our ensemble approach helps to ensure the right mix of advice and service, with a culture of collaboration and purpose that fuels success rather than competition.
We help streamline complexity, save money, and grow wealth, but ultimately, our structure and approach allow us to uncover what is truly important to our clients. Where their financial life reflects a meaningful life.

It's time you someone bring all the pieces together!  Your tax strategy should complement your investment strategy.  All parts from savings, investing, taxes, business, family, legacy, charity, and your personal goals are all parts that are needed to potentially have a successful financial future.  I don't sell products that you don't need (because my client investments often look like my own) but work with you to build a roadmap to get where you want to be.  Focus is ongoing financial advice that compliments your investment management and tax strategies that come up through the year.  Areas of focus include: Charitably focused individuals and families, Business owners, and women who are in charge of their finances.  (Most of my clients are women who have decided run their household finances!)

Meet Kevin Estes, a CERTIFIED FINANCIAL PLANNER™ professional and MBA, dedicated to helping tech professionals and their families achieve their financial goals. His work at Amazon and T-Mobile gave him an in-depth understanding of tech compensation packages. Recognizing a lack of financial planning services tailored to his colleagues' needs, he founded Scaled Finance, LLC in early 2022.
Kevin offers hourly, fee-only financial planning services and has a fiduciary commitment to his clients.  He's located near T-Mobile's headquarters in Bellevue, WA and serves clients nationwide.

His planning specialties include:
• Equity compensation
• Financial independence
• Real estate
• Education planning

Kevin is also passionate about financial education. He shares valuable resources and insights he gained over the years through regular articles, media quotes, and an 11-session video course designed to help individuals achieve financial independence.

In his personal life, Kevin enjoys bicycling, sailing, and spending quality time with friends and family in the Seattle area.

Schedule a free, no-obligation consultation today!