I run a safe money practice for women

Most of my clients are career-focused, determined women.

They trust that I will hear their story and find a solution that fits their needs.


Regardless of their age, relationship status, or career my clients are in,
they ALL have the same 3 concerns:

Where do I start?

Each industry has its own language. Let’s build on what you know & understand. I call this:

Finance 101 for
Savvy Wome

Education + understanding = Confident money decisions.

We’ll take a courageous look at an imperfect balance sheet. Where are you and where do you want to be?

Take a look at your family tree. Who’s on yours that you are supporting? How is this affecting your financial present and future?

Will I have to budget?

Budget sounds like diet & no one likes that word. How about paying yourself first?

Create a Safe Money Plan & Build Certainty.

Uncover the purpose for your money, and discover your “why”.

Reduce risks and increase certainty. Understandable, Uncomplicated, and Automated are the goals.

  • Options for Abundance: If your needs are met, what are your wants?

  • Explore Your Options!


Will I run out of money?

This is a top concern as women age stay connected to others that want a successful financial future.

Wisdom for Wise Choices! Watch for:

Do you know your estimated, annual, retirement income amount?
No one ever shared this with ME.

Would you have to save more to get a higher income?
Maybe not. Interested in knowing how?

Bring on the Wisdom!

Contact Heidi

Are we meeting for the first time?
Do you just need to update some information, or are you ready to move forward with a Safe Money Strategy?
Whether your questions are simple or complex, let's schedule some time based around your needs!

Schedule with heidi


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