You will work one-on-one with founding partner Eileen E. Ortega, CTFA, who specializes in women’s transitions.
Our Ponte Vedra Beach, FL financial planning firm helps women who are negotiating life after divorce.
Eileen and the rest of our team will make it our first goal to make sure you are OK right here and now. You can expect honest and compassionate conversations with us. We will assess your financial strengths as well as the weak points—and what can be done to shore those weak areas up.
Once we help strengthen your current position, we begin the process of visioning. What do you want your new life chapter to look like? We are here to help you visualize the possibilities and build the strategies to help make them happen.
We can work with you to:
- Get a grasp on your financial situation
- Show you how to maintain your financial independence
- Build a cash flow plan that can adapt with your life
- Give you the space to focus on yourself by handling the financial details for you
- Vision how you want your life to look like and lay the groundwork
- Address essential needs like savings retirement, investments, taxes, and legacy
Your path to financial clarity will integrate all the areas of your financial life, including cash flow, retirement, investments, risk protection, and dreams and passions. We coordinate with your other professionals so that you don’t have to, and we encourage you to call us with all your questions and concerns. Our goal is to serve as your support team, providing the tools you need for financial independence so you can move forward with confidence.
