We serve women

We specialize in working with women who want to get their finances organized, create or update their financial plan, and want a professional to partner with them to: improve their financial position, provide support and accountability and offer trusted, reliable and unbiased advice. We understand your unique life circumstances and the challenges you may face as a woman.

You will work with Kathleen Owens, an experienced and knowledgeable adviser who understands your life.  You are pulled in many directions: work, your children, your parents, your spouse.  You have many responsibilities and sometimes keeping on top of your finances can be difficult because you have so many other things to do!    

We Serve Women Business Owners

Being a business owner is both exciting and challenging.  While you may feel you need to "do it all", partnering with an experienced financial adviser is what successful business owners do.  Smart business-owners do what they do best: run their business, and they delegate the financial management, planning and investment management to a professionals.

There is so much to know: tax laws, labor laws and benefit plan rules are ever changing. It takes full-time expertise to keep on top of all the compliance work.

We partner with and have access to experts in tax law, labor law and all of the other support you need to run your business. We relieve you of the headache of managing compliance issues.

We Are Preferred Advisers for Middle America's Plan

 If you are a woman and earn between $50,000 to $100,000 per year, we have a game-changing retirement plan designed just for you.  Created by financial experts Dan Solin and Patrick Thornton, this plan is designed to use your 401(k) plan along with insurance products to give you a guaranteed income stream that will last the rest of your life.  

We have a plan that we believe permits those who follow it to secure their retirement, with minimal reliance on the stock market.  As select fiduciary advisers, we will implement the plan for you.  To view how the plan works, click on the link below  ↓ 


Work With Us!

Our focus is serving women with their financial planning and investment management needs. As fiduciaries, the needs of our clients come first, at all times. Studies have shown that working with a financial advisor can improve your investment returns, help you save more for retirement and give you a more optimistic outlook regarding your finances.

As independent advisers, we are able to offer impartial advice as we work with the leading top financial institutions to deliver to you the best investment products.

We also serve as the financial advisor to company 401(k) and 403(b) plans.   If your business currently has a 401(k) plan, an assessment is essential to assure you are in compliance with ERISA rules.  Contact us for more information.

If your business does not currently offer a 401(k) plan to your employees, we can show you how we can set-up a plan that will attract and retain key employees.  401(k) plans are essential for all businesses.

Our lead advisor, Kathleen Owens has extensive experience advising nonprofit organizations on their financial management.  She is currently an executive board member for The Salvation Army.

Prepare yourself financially for the road ahead!  We can help!
Prepare yourself financially for the road ahead! We can help!

Next Steps...

We invite you to explore a working relationship with us by scheduling a complimentary meeting.  This meeting can be conducted by phone or Skype, or in-person if you live in the Silicon Valley area of Northern California.  We work with our clients across the country and we are able to serve you, no matter where you live.

During this get-to-know each other meeting, we learn about your current financial situation and what you feel may be currently missing from your plan.  If you don't currently have a plan, that's okay too!  We will share with you how we would approach your unique financial circumstance and discuss in detail our services and fees.  We would love to hear from you.