Planning for Women at Every Stage of Retirement
HerPATH is a dedicated division of our firm focused on serving women who are planning for or living in retirement, whether single, married, divorced, or widowed. We understand that a woman’s financial journey is often shaped by caregiving, career breaks, changing family roles, and the responsibility of caring for multiple generations at once.
HerPATH is designed to provide a safe, supportive space where women can ask questions freely, gain confidence in their decisions, and build a retirement plan that truly reflects their values, goals, and responsibilities.
Why HerPATH Exists
Our founding advisor, Amber, was raised by a single mother who worked tirelessly to provide for her family while also caring for her own aging mother. Amber watched her mom stretch every dollar, plan carefully for the future, and shoulder the weight of both raising a child and supporting a parent. That experience shaped Amber’s deep respect for women who “do it all” and inspired her passion for helping women build financial security and independence.
HerPATH was created out of that personal story, so that other women wouldn’t have to navigate these important decisions alone.
HerPATH Supports Women by Helping Them:
Understand Their Full Financial Picture
Income, savings, Social Security, pensions, and investments
Create a Retirement Income Plan
That feels stable and sustainable
Plan for Healthcare and Long-Term Care Needs
While protecting their lifestyle
Navigate Life Transitions
Such as divorce, loss of a spouse, or caregiving responsibilities
Design a Legacy Plan
That reflects both their loved ones and the causes they care about
Most importantly, HerPATH is about clarity and confidence. We translate complex concepts into clear, straightforward guidance so you can make informed choices, whether you’re just beginning to plan or already well into your retirement years.
Start your financial journey with HerPATH today.
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