Over the next 25 years 68 trillion dollars will change hands. The majority of that will flow through women. The investment role you play during this time will impact others.

There are opportunities to reinvest in a socially responsible way and delegate capital allocation in a dynamic, transformative approach that will make this world a better place. When you find yourself in a place where you inherit resources, either unexpectedly or through loss of a loved one, consider the magnitude of your blessing. Lean on us to help you process your needs, identify goals or requirements and weigh in on your options for putting capital to good work.

Here are some questions we get asked

1. Will I run out of money in retirement or as I get older, how do I know?

2. I have assets but how do I use them to pay for expenses?

3. Should I stay in my home forever?

4. Should I be giving something to my children and/or family now?

5. I want to buy a new car, any smart approach to doing this?

6. What should I use insurance for, if any?

7. I have no family nearby, what happens if I need someone to care for me?

8. Who can ensure my advisors (accountant, legal, business) are all communicating?

9. Who do I turn to for advice?

Circumstances that warrant the help of an advisor