Monthly Emerald Update

Our monthly updates bring you current events, market updates, office happenings, personal announcements and more. Take a moment to watch our our most recent update! Visit our Video Library to watch more of our videos! 

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What Is Financial Planning?

"If you fail to plan, you plan to fail." - Ben Franklin. Watch this video to learn more about financial planning and the steps we take to help you plan and take control of your financial future! Visit our Emerald Economics page to learn more about other topics! 

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Educating Women

Our passion is to help women take control of their finances, because with control comes empowerment.

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Empowering Retirement

Prepared or not, retirement, for many, is just around the corner. Our job, as your financial advisors, is to serve as your “un-emotional partner” and work with you to help you achieve all of your retirement objectives.

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Taking Control of Divorce

When people think about getting a divorce, the first professional that comes to mind is an attorney. Typically a financial advisor – whether it is a CPA, CFP®, or a CDFA™ – is not considered until later in the divorce process – or even until after the divorce is final.

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