Women & Wealth - What You Need to Know | Naples Florida

Women & Wealth

Women will transition many times during the course of their life. Some transitions can be rewarding, while others are difficult and challenging. All of these events have one thing in common, they will require financial decisions. 

Transitions can include:

  • Marriage
  • Having Children
  • Changing Careers
  • Divorce
  • Retirement
  • Loss of a spouse
  • Inheritance
  • Sale of a business

Our Unique Approach and Commitment to you...

Our job is to help women in transition adapt to a new situation brought on by a life event and feel confident in their financial decisions

How we can help:

  • Empower you to understand your options and feel confident in how your money is working for you
  • Reduce some of the stress that comes with financial change from a life event
  • Be a thinking partner as you navigate through your fears and concerns
  • Organize and prioritize the financial pieces of your life to create a solid plan for your next stage of life
Regardless of lifestyle changes or financial hurdles you will face, I can help develop a plan of action that is right for you and guide you through the transitions of life
— Mackenzie Rickman, CFP®
 

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