Well Lived Wealth, LLC

Well Lived Wealth has an ability to help affluent women navigate their fears, goals and joys when it comes to their money. We help high-net worth, women create financial plans to secure their money now and in the future. We know first-hand how hard our clients work for what they have, and how important it is to to go to sleep at night knowing that you and your loved ones are protected for the future. More than that, we help you build a life that reflects your values today. We help our clients navigate the often complicated and emotional issues that come with managing money. Whether you’re divorced, widowed, single, an entrepreneur, executive, retired or a full-time mom, Well Lived Wealth will help you save time, money, and take the stress out of managing your finances. We help you secure and grow your wealth through: - Lifetime wealth forecasting - Retirement Planning - Education Funding - Tax-savings strategies - Life, Disability Income and Long-Term Care Insurance needs assessment - Employer benefit program analysis including 401(k), deferred compensation, stock options, restricted stock units, NUA opportunities and stock concentration risk management - Investment asset allocation analysis - Estate planning, including beneficiary designations, gift planning to family and charity, and trust needs.