Jane Bond: Decoding Diversification Women and Retirement The Rule of 72 16 Wall Street Cliches in 60 Seconds


My clients want to know three things:

Am I doing what I need to be doing to be financially secure? 

Will my money last for the rest of my life?

How and where do I even begin?!?

Let's talk

Draw upon your wisdom, intuition, strength and emotions and WISE wealth planning happens. It's wealth management your way.


Most of my clients are women who've had limited opportunities to be meaningfully engaged with their finances, whether because someone else took the lead or they simply never had the time or the inclination to pay much attention to their finances.

But then something happened. They were widowed or knew that one day they'd be on their own. Or they'd gone through a divorce. Or they're happily married but just tired of not having the confidence and counsel they wanted to have around their finances. They wanted to be more in control of their financial lives. Does that sound at all familiar?

Then planningWISE is expressly designed for you.

the VISION

Every woman lives in harmony with her financial needs and resources, freed from unnecessary limitations or worries

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the MISSION

Providing an engaging, supportive advisory relationship that encourages confidence and enhances knowledge

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the PURPOSE

Clients have questions about their financial security now and in the future, and I help them find the answers

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