Women in Transition

The feeling that comes with confident financial decisions that align with your goals and dreams.

Women are increasingly taking on the role of financial decision-makers in their family. Whether or not you planned on serving as the family’s chief investment officer and chief financial officer, being in control of your own destiny is a good thing — for yourself and for your family. Women come to the task of financial management naturally, with a history of wearing many hats in the in their personal and professional lives. That’s often associated with a comprehensive and purpose-driven approach to money.

Women in Transition | A mother and child

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Getting a life raft when you need it most

Michelle Eversman CFP®, CPA

Director in Wealth Management, Partner

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