Suddenly Single Wealth Management® When Major Life Change Requires a Financial Co-Pilot



1504 Viscaino Road, P O Box 963
Pebble Beach, CA 93953



Retirement Planning

Having enough money for those later years is one of the biggest financial concerns among Americans today. 

But, you don't have to "go it alone" as you tackle that challenge!  A Financial Co-Pilot who has experienced the unique challenges of loss and divorce herself makes the task easier. 

We will help you address your retirement needs by developing an effective retirement plan that incorporates how much money you will need, when you plan to retire, and how best to invest your resources toward achieving your retirement goals.  

In other words, you have an experienced Financial Co-Pilot by your side every step of the way who believes in educating and empowering her clients.