Wende Headley (CFP®, MBA)

Wende Headley focuses in the
following client markets or areas of practice:

Corporate Executives

Entrepreneurs

Investment Advice with Ongoing Management

Medical Professionals

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

I partner with my clients to create a clear financial plan and investment strategy based on their life goals. Specifically, I focus on:

Professional women
Corporate executives, physicians, and business owners
People in their 40s/50s/60s who want to know when they can stop or reduce work
Busy professionals who want to spend less time on their finances
Women who are, or want to be, the financial decision-makers in their family

Additional Information

I believe everyone deserves the peace of mind that comes from understanding how to become financially independent and how to preserve wealth. Through detailed analysis, comprehensive planning, and client-focused service, we take care of our clients' financial needs so they can relax and enjoy their lives.

I am a graduate of the University of Michigan and Harvard Business School. I'm a Certified Financial Planner (TM) and a Certified Divorce Financial Analyst.