Financial planning for women & their families.

Get guidance and connect with a vetted fiduciary CFP®

Life Doesn’t Slow Down. It Just Changes Shape.

There are some moments where a financial planning conversation with a CERTIFIED FINANCIAL PLANNER® professional can change everything.

Retirement

Retirement is no longer abstract — its only 8 years away

Empty Nester

The kids are grown and suddenly your money is yours again

Career

You changed jobs, lost a job, got a raise, or left corporate entirely

Relationship

Your relationship status changed and so did your finances

Home Ownership

You are thinking about buying — or finally selling— the house

Investing

You have an account but you have no idea what you should do with it

Second Opinion

You just want someone to take another look

General Guidance

You’ve been doing it alone, but you want to make sure you are doing it right

A session with a CFP® professional through Willow isn’t a commitment.

It is one conversation that gets you moving forward.

Choose Your Financial Planning Package

Meet The Advisors

Planning Session

One 45 minute session with a Willow CFP® professional.
Perfect if you’re:

Looking for guidance with a specific question
Rolling over a 401K
Navigating equity compensation or job change
Need to talk it out

Financial Plan

Three 60 minute sessions & takeaways.
Perfect if you’re:

Working through a few big decisions at once
Ready to reflect, plan and move forward
Wanting guidance without the commitment

Comprehensive Planning

One Year. Up to six (6) sessions with a Willow CFP® professional.
Perfect if you’re:

Ready for someone in your corner all year long
Navigating a major life change that needs ongoing support
Wanting your whole financial picture seen and addressed

Meet the Planners

Willow’s planners are CFP® professionals and have completed the Advisor for Women™ certificate program through Willow. They are uniquely qualified to serve women and their families on all life’s journeys.