Who We Work With

 

 

 

 

 

 

A typical client at Woman To Woman Financial has an annual income of $250,000+ or a household income of $400,000+ and/or a minimum of $250,000+ of investable assets.

This woman and her family have 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 choose to work with women and their familes who may not meet that criteria at our discretion.  

To learn more about how we serve our clients, schedule a virtual Synergy Session