By appointment only
Fiduciary Financial Planning & Financial Therapy for Women and the Men Who Value Our Approach
At InvestHER Fiduciary Solutions, we help women, entrepreneurs, and families make thoughtful financial decisions with greater clarity, confidence, and control.
Our work brings together fiduciary financial planning, retirement planning, investment management, behavioral finance, and financial therapy. This allows us to address not only the financial strategies our clients need, but also the beliefs, emotions, experiences, and habits that influence how they use money.
Financial decisions are rarely driven by numbers alone, and if your relationship with money is complicated, you are not alone.
You may know what you should be doing but struggle to follow through. You may appear successful while privately feeling uncertain, overwhelmed, or financially stretched. You may be building wealth while still questioning whether you are doing enough, or whether what you have will last.
We help you understand what may be getting in the way, clarify what matters most, and create a financial strategy that reflects your values, priorities, and long-term vision.
Whether you are preparing for retirement, growing a business, managing increasing wealth, caring for family, or navigating a major life transition, we develop personalized strategies designed to help you:
■ Make informed financial decisions
■ Build, protect, enjoy, and transfer wealth
■ Create sustainable financial habits
■ Prepare for retirement with greater confidence
■ Align your money with the life and legacy you want to create
Our goal is not simply to give you recommendations. It is to help you understand your choices, feel confident in your decisions, and build a financial life you can sustain.
Get Your MIND right. Get Your MONEY right. Retire with CONFIDENCE.
Melissa L George, AIF®, CF2®, CFT™, CFS®
Fiduciary Financial Planner & Financial Therapist
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.