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We help women who find themselves alone due to the loss of a spouse, whether due to death or divorce. We provide a consultative, empathetic approach to walk together through the three stages of Grief, Growth and Grace. If you're one of these women, you want to know:

  • What should be addressed immediately, and what can wait till later.
  • That you have financial security and will be ok.
  • That someone will take time to listen to your concerns and answer your questions.
  • That you are making the best decisions for your financial security to maintain your independence.
  • That you have the correct mixture of investments for your desired risk level.
  • How to minimize the taxes you pay now and long-term, especially important since your tax rates are higher now.
  • How to ensure your estate planning documents are updated to provide for children and grandchildren according to your wishes.

If this describes you, you will appreciate our consultative, empathetic approach and thorough, supportive collaboration to guide you through all your financial decisions and help you feel secure in your financial future.

Contact us at or call us at 817-849-1375 to learn how we can help you get and stay on your best path.