Who We Serve











An average client at Woman To Woman Financial has an annual income exceeding $250,000, a household income of $400,000, or investable assets totaling at least $250,000.

This woman has a mindset focused on investing, saving, minimizing debt, tax efficiency, protecting herself, her family, and her assets, and more importantly, planning her financial future.

She desires to invest in herself by hiring a professional to assist in creating, implementing, and maintaining a financial plan to help her grow wealth and live the life she deserves.  

Occasionally, we elect to partner with women and their families who may not meet that criteria, at our discretion.  

To learn more about how we serve our clients, schedule a discovery call.