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A Woman's Window to Wealth®

Conscious Women

Conscious Women

A Woman's Window to Wealth® provides a new financial lens to environmentally and socially conscious women. Using the Johari Window technique, our advisors help women better understand their relationship with themselves and their finances.  Blending time tested techniques with innovative strategies, we help financially independent women invest for impact. Let us help you visualize your legacy. Would you like to take a look?

A Johari is represented as a common window with four panes. Two panes represent self and the other two represent the part unknown to self but to others. Wealth is not built or transferred in a vacuum. Each window pane helps women increase the capacity of our fiduciaries to transfer wealth while preparing our heirs to receive their inheritance. Amazing things happen when women join forces.  Whether you’re at the end of your rope or the top of the corporate ladder, there is always more to master about yourself and how to make your money work for you. 

Upcoming Programs

Three Touchpoints

Prosperity Panes

Prosperity Panes

Portfolio Perspectives

Portfolio Perspectives

Legacy Lens

Legacy Lens