Who do you work with?

Woman To Woman Financial partners with women who are building, managing, and protecting their wealth, as well as women navigating major financial transitions such as retirement, divorce, widowhood, inheritance, or career and business changes.

Why does Woman To Woman Financial focus on women?

Women often experience financial decisions differently because of factors such as career changes, caregiving, longevity, divorce, widowhood, and transitions in family or business responsibilities.

We created a financial planning experience where women can ask questions, understand their options, and make informed decisions in a supportive, nonjudgmental environment.

What services do you provide?

We provide comprehensive financial planning and investment management, including retirement planning, tax planning strategies, estate planning coordination, insurance and risk management, cash flow planning, and wealth transfer planning.

Our goal is to bring the different pieces of your financial life together into one coordinated strategy.

Are you a fiduciary?

Yes. As a registered investment adviser, Woman To Woman Financial has a fiduciary duty to act in the best interests of its advisory clients.

Do you have minimum requirements?

Our investment management relationships generally begin at $250,000 in investable assets.  We also work with clients through comprehensive financial planning when investment management may not be the primary need.  

Because every situation is different, we'll determine whether our services are a good fit during an initial conversation.

What does it cost to work with you?

Fees vary depending on the services provided, the complexity of your financial situation, and whether we provide financial planning, investment management, or both.

Before you become a client, we'll clearly explain the services we recommend and the associated fees so you can decide whether working together is right for you.

Can you help with my 401(k) and other retirement accounts?

Yes. We can help evaluate employer-sponsored retirement plans, investment allocations, contribution strategies, Roth opportunities, rollover decisions, and how your workplace retirement accounts fit into your overall financial plan.

Do you meet with clients virtually or in person?

Yes. We offer both virtual and in-person meetings, allowing us to work with women in Jacksonville and beyond.

How do I get started? 
Start with a conversation.  We'll discuss what's happening in your financial life, what you need and whether Woman To Woman Financial is the right fit.