Who It’s For:

  • Women who have managed life, family, and career — but haven’t had time to manage their wealth
  • Women who are newly on their own, either by choice or circumstance
  • Women who have always been smart with money… but want a smarter system
  • Women who don’t want to be sold — they want to be supported 

Why It’s Different:

Because you don’t need another workshop that talks down to you.

Because you’re tired of advisors who assume your husband is the client.

Because wealth planning should make you feel more powerful — not more confused.

At ElevateHer Wealth, we:

  • Lead with empathy, not ego
  • Focus on clarity before complexity
  • Understand that your life — not just your portfolio — is what matters most
  • Believe financial elevation is personal, powerful, and possible at every stage
Team

What ElevateHer Wealth Offers:

Clarity Calls

Short, judgment-free conversations to help you begin. No pressure. Just perspective.

Signature Workshops

Interactive, real-talk sessions designed to educate and empower — not overwhelm.

✔️ Available virtually and in-person

✔️ Open to individuals, companies, and community organizations

✔️ Can be co-hosted with attorneys, CPAs, and women’s networks

Private Planning for Women in Transition

When you’re ready

We offer 1:1 financial guidance tailored to your life.

From investment strategy to estate planning and everything in between, we walk beside you as you go from overwhelmed to organized to empowered.