Empowering Educating and Advising Women on their younique Financial Needs, and Goals

Be . Know . Do

Women have younique financial needs. We live longer life spans, have weaker earning power, and bigger gaps in employment, as we may leave the workforce to care for children or aging parents. Throughout our lifetime we may have less money to pay for more retirement needs.

Wharton School, University of Pennsylvania, March 29,2017
Single Woman

Single Woman

You are an ‘independent’ woman who has pride in your freedom…

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Married Woman

Married Woman

You are a woman of ‘noble’ character…

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Household Woman

Head of Household Woman

You are a ‘super’ woman balancing many responsibilities…

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Military Veteran Woman

Military/Veteran Woman

You are a ‘servant leader’ currently serving, or previously served, in the military…we thank you!

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Entrepreneuher Woman

Entrepreneuher Woman

You are a ‘visionary’ woman operating or wanting to operate a business.

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Widow Woman

Widowhood is one of life’s tragedies. However, for most married women, it is inevitable.

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What Makes Us Younique

WE ARE A FINANCIAL BOUTIQUE FOR YOUR GOALS

Our Story

Our philosophy is Courage. Candor. Commitment. We know that you are younique! We serve your financial needs, and goals, with confidentiality and as a fiduciary, meaning we are legally bound to advise you based on what is in your best interest.

  • Courage. We use a holistic approach to help you identify your needs, and goals.
  • Candor. We have a fiduciary relationship to advise you based on what is in your best interest.
  • Commitment. We are partners with you in the execution that will turn your goals into your reality.