The Wealth Coach for Women Inc.
The Wealth Coach for Women, Inc.® is a Fee-Only fiduciary financial planning and asset management firm committed to empowering women with smart money strategies. The firm's customized Passion Insipired, Purpose Driven™ wealth coaching system helps clients develop confidence that comes from experiencing positive results. The firm supports the needs of women in transition, such as divorced or widowed women, career changers, young professionals, pre-retirees, and pre-marriage. The firm also works with small businesses and entrepreneurs in the establishment and ongoing management of corporate retirement plans like 401k, Solo 401k, SIMPLE IRA, SEP IRA, etc. "Our mission is to help you realize your full financial potential and create ease around money".
Located in Rockland, Massachusetts, a suburb south of Boston, Massachusetts. The firm is a Registered Investment Advisory (RIA) in the State of Massachusetts and where exempted. Meetings are conducted in person, by phone or via an online meeting service.