I run a Safe Money Practice for women

Most of my clients are busy, responsible women who want the confidence to understand & be a part of all financial decisions.

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 Women

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 are you supporting? How does this financially affect you?


Create your imperfect balance sheet

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?

discover your why, take this quiz!

Will I un out of money?

This is a top concern as women age


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?




get your free retirement income report.

Contact Heidi

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!

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