"I want to be financially prepared for a major life event."

"I need to better understand, organize and manage my finances to maintain my financial security."

Does this sound like you?

Yes, let's book a call!

I want to hear about your goals and help you build a plan to crush them!

Queenvest provides:

financial planning,
tax-efficient investing and wealth-building services.

When divorce or widowhood happens, your financial stress may increase because of the need to provide for yourself and your family on your own.

You may get an inheritance and be worried about properly investing it and making the most of this opportunity to improve your financial security.

You may want to work in a different job or start a completely new career to invigorate you and get a renewed sense of purpose.

How can i help you?

I will help you get clarity on your financial situation, set financial goals, organize your finances and plan small, manageable, consistent steps to (re)build your financial future.

Define your goals

We'll talk about what you want, when you want it and what may be holding you back financially.

create a strategy

We'll craft a strategy and a roadmap to make every dollar you earn or inherit work for your goals.

Execute a plan

We’ll build financial security and independence for you and your family.

"I want to be financially prepared for a major life event."

Queenvest provides:

financial planning, tax-efficient investing and wealth-building services.

How can i help you?

financial planning,
tax-efficient investing and wealth-building services.