Grow Your Financial Confidence

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Can You Pass This Financial Quiz?

According to the American College only 18% of these women could pass! Can you? Click the link below to try our sample test…

My Passion is...

Empowering & Educating Women to Feel Confident and Knowledgeable when Faced with Making their Own Financial Decisions.

90% of All Women

Will Eventually Be Responsible for their own Finances. Isn’t it Time to get a Second Opinion to help Secure your Retirement?

Click here if you have a question or want to chat. You will receive a complimentary gift just for reaching out!

Hear what Cheri has to say…

Helping Women Piece Together Their Financial Future

62% of women Say they Feel Financially Insecure.**

*Financial Finesse Reports, Gender Gap in Financial Literacy, 2012
** The Allianz Woman, Women and Power® Study, 2013

Now, more than ever it is important for women to understand why they need a financial strategy. With evolving roles and increasing responsibilities, women are seeking out ways to become more knowledgeable about their finances.

Learn the following keys to enhancing your financial strategy:

  • Do you have a financial strategy to create income and preserve capital for a 30+ year retirement?
  • How to identify and solve for potential income gaps in your current retirement strategy.
  • How much can you safely withdraw annually from your retirement savings to help ensure an income that lasts?
  • How today’s economic environment might challenge traditional assumptions about asset allocation.