Women + Wealth After 50

Private financial guidance for women ready to become more informed about the money, documents, and decisions shaping the years ahead.

Understand what you have, how the pieces fit together, and what to address next..

You May Have the Information - Without Having the Full Picture

Most women reach their 50s, 60s, and beyond having managed a household, a career, or both - without ever seeing all the pieces of their financial life brought together in one place.

Perhaps your spouse has traditionally handled the money. Perhaps you have been on your own for years but have never sat down and connected the accounts, documents, obligations, and decisions. Or perhaps you have a general sense that “we’re fine” without knowing what that actually means in numbers.

This is about something foundational: knowing what you have, what you owe, what you spend, how the pieces are structured, and where the unanswered questions or gaps may be.

That understanding is often the necessary first step before retirement planning, estate planning, or another major life transition. It is a distinct step—not a replacement for the legal, tax, investment, or planning work that may follow.

Introducing Her Financial Review

A private, focused engagement.

Her Financial Review is a one-on-one engagement with Jessica M. Garcia, MBA designed for women 50 and older who want an experienced and knowledgeable guide to help them understand the major pieces of their financial lives.

Organize your financial information.

Together, we bring your income, assets, debts, spending, account ownership, important documents, and more into one coherent and understandable picture—often for the first time.

Identify questions, gaps, and decisions that may require attention.

Once the information is organized, Jessica helps you identify what appears to be missing, unclear, incomplete, or in need of professional review. You will leave knowing which questions belong with an attorney, CPA, estate-planning professional, financial planner, insurance professional, or investment advisor—and how to begin those conversations more effectively.

You May be Here Because...

You and your spouse are updating your estate plan, and you realize you do not fully understand what you own or how it is titled.
You have been single for years and want to know whether your current spending and resources align with the future you envision.
You are approaching retirement and want to organize the questions that need professional analysis.
You have accumulated meaningful wealth but still do not feel confident that you understand the full picture.
You are preparing for a major transition and do not want to make decisions based on assumptions.

Her Financial Review - What is Included:

Before Your Meeting

Your Financial Overview

Before Your Meeting

After booking, Jessica will schedule brief private call to clarify the questions you most would like to address. You will then receive a checklist to help you gather the financial information most relevant to your questions. This may include account statements, income information, debt balances, spending estimates, insurance summaries, and other documents.

Jessica will spend approximately 30 minutes before the meeting reviewing the information submitted to become familiar with your overall financial picture.

This preliminary review is intended to orient the session. It does not include detailed financial analysis, document interpretation, or a review of every single page.

Your 2-Hour Meeting

Your Financial Overview

Before Your Meeting

Together, you will:

Bring the major pieces of your financial life into one working picture
Review what you earn, own, owe, and spend
Discuss how accounts and assets are titled based on the information provided
Identify missing information, unresolved questions, and areas requiring further attention
Determine which questions may belong with an attorney, CPA, financial planner, investment advisor, or other professional

Your Financial Overview

During your session, we will build an overview of your financial picture and document the questions, gaps, and next steps identified together.

You will leave with:

A clearer understanding of the financial information reviewed
A list of missing or incomplete information
A prioritized list of questions requiring attention
Guidance about which professional may be appropriate for each question
A working financial spreadsheet covering the numbers addressed and a pdf of that worksheet.

Leave With a Clearer Picture—and a Practical Path Forward

What You Will Leave With

During your session, we will build a working overview of your financial picture and document the questions, gaps, and next steps identified together. You will leave with:

A clearer understanding of the financial information reviewed
A record of missing or incomplete information
A list of questions requiring attention
Guidance about which professional may be appropriate for each question
A practical next-step list and pdf of financial details discussed

Investment:

$1200 - Virtual Option

$1550 - In-person Option. Available in Charlotte or Cary.

Get started below.

Women + Wealth After 50

Private financial guidance for women ready to become more informed about the money, documents, and decisions shaping the years ahead.

You May Have the Information - Without Having the Full Picture

Introducing Her Financial Review

A private, focused engagement.

Organize your financial information.

Identify questions, gaps, and decisions that may require attention.

You May be Here Because...

Her Financial Review - What is Included:

Before Your Meeting

Your Financial Overview

Before Your Meeting

Your 2-Hour Meeting

Your Financial Overview

Before Your Meeting

Your Financial Overview

Your Financial Overview

Your Financial Overview

Leave With a Clearer Picture—and a Practical Path Forward

What You Will Leave With

Begin Her Financial Review

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