About Us
Navigating Wealth was founded after an observation that women have different requirements and learning needs than men when dealing with financial matters.
We specialize in working with women, particularily with women going through life transitions (divorce, career change, death of spouse, inheritance, retirement, changes in health, etc.) and help them sort out various life options with financial confidence. We help women navigate both the confusion as well as the responsibilities of wealth that they may face while striving to achieve financial security in a changing environment. We create "personal wealth plans" and help educate women regarding their options and decisions.
Our mission is to create a safe and supportive environment for women to learn, to provide financial training for women and to develop comprehensive and integrated financial plans for women which include components of financial, emotional, psychological and physical well-being.
Our financial planning, personal wealth coaching and educational workshops help women become financially literate and confident. It’s more than just about the money. . . it’s about life choices, achieving balance and making confident decisions. It's about blending Interior Wealth (dreams, core values, beliefs, taboos, relationships with money and scenario planning) with Exterior Wealth (investments, asset allocation, spending plans, taxes, retirement and estate planning) to achieve absolute wealth.
