Women Building Wealth

We happily announce that our financial planning practice is expanding to focus on the holistic planning needs of women. We are excited to share our colleague, Ann Blakey, CFP®, will be leading this initiative.

By Ann Blakey, CFP®

We all face challenges when it comes to earning, saving, and investing money. But there are differences in the challenges and tendencies that men and women face with their finances. By understanding those differences, we can all make more informed decisions with our money.

By Maura C. Schauss, CFP®