Unique Financial Planning | Business Owners | Women | ESG Investing | Retirement Planning | Insuranc

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Everyone dreams of retiring.  But what many do not know is how much they will need to have saved in order to achieve that lifelong dream.  We take a holistic approach to prepare you for that inevitable day that you cannot or will not work any longer.  We create strategic direction for all of the areas that can impact your life financially - social security, pension options, investments, asset allocation, college planning, insurance, and wealth distribution.

You've saved, you've planned, and you believe you're ready.  But what happens if one of you does not make it to the retirement finish line?  An important and often overlooked part of every financial plan, is the protection planning.  To prepare your family for illness or loss, is to show them exactly how much you love them.  

Do I have enough life insurance?  Do I have too much life insurance?  How will I pay for Long Term Care, if I need it?  Your protection plan should be reviewed every 3-5 years to ensure that your coverage is adequate.  

A successful company's financial toolbox should contain more than an annual report or profit/loss statement.  Whether your business has one employee (you), or dozens of employees, you have many hats to wear.  We recognize that it takes a team to build and grow your business. 

Our has decades of experience assisting small business owners with preservation and financial planning.  Attracting and retaining employees is a challenge in today's markets.  The right qualified business retirement plan can give your employees a reason to stay and make your company thrive.  Whether you are interested in maximizing tax savings, or maximizing employee benefits, we will guide you.

Do you want to start a retirement plan?  Do you want to review your existing plan?  We will perform comprehensive price and performance analysis to make sure you are maximizing your revenues.

Planning by women, for women.  That is our motto at Lily Wealth Partners.  

Women investors face special challenges that make financial literacy and advanced planning especially important.  For example, women are more likely to outlive their husbands or have divorce affect them, bringing an array of unique financial needs.  This is where the financial jargon ends.  We will work together to empower you to be a serious long-term investor with tailored guidance and service.  

You deserve a holistic financial road map.  Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial planning expertise and must accrue thousands of hours of experience prior to earning this certification.  A CFP® professional is held to strict ethical standards and will work in your best interest. 

Financial planning can seem intimidating, but it doesn't have to be.  You talk, and we will listen.

I want to invest my money, the same way I live my life, focusing on making the world a better place.  That is what we hear on a regular basis.  Socially responsible investing, or socially conscious (or "green") investing, is an investment strategy that seeks to consider both financial return and social/environmental good to bring about social change.  There are many names to ESG investing, but the theory is still the same:  Plan for retirement without sacrificing your desire to make the world a better place.

Didn't know this was even an option?  Reach out to us!  We love talking about Green!

Not sure if you fit into any of the boxes above?  Or perhaps you have questions and concerns not mentioned here.  As your full service financial planning partner, we are here whenever you need us, however you need us.  Our consultations are complimentary, that means no cost to you.  We want to be a resource to our community.  We want everyone to have answers and to thrive.