Irvine • Dallas

As a woman, you have a different set of life events, goals, and obstacles.

Financial Advice for Women, From Women

As a female-owned business, we are passionate about helping women take control of their finances. We understand how to cater to the unique needs of female investors and work hard to provide the education and tools necessary to lead to success. We are here to help you find peace of mind when it comes to you and your family’s financial needs.

Our simple process makes it easy to get started!

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Articulating Your Vision

Our financial planning process begins with us working together to articulate your vision of the future.

discovery of goals


Navigating the Risks

Your risk profile is a key component of appropriate asset allocation. We ask you to complete a risk tolerance questionnaire and establish your risk score.

financial plan


Creating a Legacy

Everyone has a vision of a personal legacy. We help you create a living legacy to carry out your vision.

Avoidable Mistakes Women Make with Money

Five Avoidable Mistakes Women Make with Their Money & How to Prevent Them

COVID-19 has brought to the forefront the importance of financial stability.  In fact, the lack of financial security has a direct impact on our psyche as well as our pocketbooks.  We know that women have been hit harder than their male counterparts during the recession, with labor participation down significantly for women.  Therefore, understanding women’s relationship with money can help them get ahead and hopefully avoid some of the common mistakes that are made with their resources.

Group of women discussing life and finances

Empowering Women Through Financial Education and Community Support.

WealthWise for Women is a community that’s all about helping women like you gain financial education and empowerment. Here, you’ll find useful resources and tips on personal finance, running a business, career growth, and planning for retirement. We’re on a mission to help you take control of your finances, and we encourage you to ask questions and connect with others who share your experiences and challenges. Let’s learn together and support each other on our financial journeys.