Owning Your Financial Power After 50: A Legacy Built on Your Time
Stepping Into Your Financial Life With Confidence
If you're a woman who’s recently divorced, widowed, or spent years prioritizing others over your own financial life, you are not alone. For decades, you may have been the CEO of your household, raising children, managing a family, or building a career—while someone else handled the money.
Now, for the first time, you’re in full control. And while that can feel overwhelming, it’s also incredibly powerful.
As a women-owned wealth management firm, we work with women like you every day—smart, accomplished, thoughtful women—who are ready to lead their financial lives with the same confidence they’ve led every other area.
Start Where You Are
You don’t need to have all the answers. In fact, many women find themselves in this exact moment: newly independent, with significant wealth, and unsure where to begin.
Here’s the truth: it’s never too late to start owning your financial story.
You are not behind. You’ve built a life of value and meaning. Now it’s time to align your finances with the other parts of your life.
You don’t need to do it alone. Support and partnership from a fiduciary advisor who listens can make all the difference.
You already have wisdom. What you’ve learned about life, love, and strength is your greatest asset moving forward.
Know What You Own and Why It Matters
Many women come to us with portfolios they didn’t build—leftover investments from a former spouse, inherited assets, or accounts managed by someone else.
The first step in stepping into your financial leadership is getting clarity:
Inventory your assets: retirement accounts, real estate, trusts, business interests
Understand your cash flow: Know where your money comes from and where it goes
Review your documents: Wills, powers of attorney, beneficiaries—are they up to date?
Look at your investments: Are they aligned with your values, risk tolerance, and goals?
Define What Wealth Means to You Now
You’ve likely spent much of your life making financial decisions as part of a couple or family unit. Now is the time to redefine wealth on your terms.
Ask yourself:
What kind of legacy do I want to leave?
How do I want to spend my time, resources, and energy?
What values matter most to me now?
Maybe it’s travel, philanthropy, helping your children or grandchildren, or starting something new. Your plan should reflect you—not who you were then, but who you are now.
Make Intentional, Empowered Financial Decisions
Once you know where you stand and what you want, the next step is to build a plan that helps you get there—with purpose and protection.
What that often includes:
Tax management and planning: Especially if you're transitioning from filing jointly to single. A smart lifetime tax strategy can preserve wealth.
Investment alignment: Rebalancing your portfolio to match your goals and timeline.
Estate and legacy planning: Not just who gets what—but what message you want your wealth to carry forward.
Philanthropy: Structuring giving in a way that’s meaningful and tax-efficient.
Long-term care planning: Ensuring you are cared for with dignity and financial security.
This Is Your Time—and Your Legacy
Your financial story is no longer something that happens to you. It’s something you write, shape, and live with intention. As a women-owned firm, we believe your legacy shouldn’t just reflect your wealth—it should reflect you: your courage, your compassion, your strength, and your dreams.
Let’s Build Your Next Chapter—Together
We specialize in partnering with women just like you—high-net-worth women stepping into financial leadership after life transitions. Our approach is personal, empathetic, and strategic—designed to help you feel confident and in control.
Schedule a confidential consultation today and let’s build a financial life and legacy that’s 100% yours.