Financial Planning and Education for

Women in Transition


Whether you are:

… considering or preparing for a change,
… feeling overwhelmed in the midst of a transition, or
… wading through the shock and confusion of an unplanned event,

having an opportunity to EXPLAIN YOUR SITUATION and GET SOME HONEST FEEDBACK can give you greater clarity and, hopefully, calm some of your worst fears.

I offer a free one hour consultation and education session to any woman in transition. The purpose of the session is to give you unbiased advice that is in YOUR best interests — advice that is of real value to you, both emotionally and financially. Everything we discuss is strictly confidential and you are not asked to ‘buy’ or sign-up for anything.

Women who work with me on an ongoing basis receive a comprehensive TO DO LIST and step-by-step assistance. Together we meet with attorneys, tax advisors and insurance professionals. My education and guidance helps them to make decisions and get things done in the most cost-efficient way possible. Coming to a greater understanding of their own finances – and greater confidence in their decisions – happens much more quickly than you would imagine.

I typically work with women dealing with divorce, death, illness, job loss, retirement and other transitions. I provide unbiased life, financial and investment advice for an hourly fee. My rate is $200/hour. A sliding scale is available for women with less resources. Pro Bono services are offered to women with financial need.

Please call Rose at 414.529.5599 to schedule your free initial consultation.