Wealth Advice for Self-Reliant Women
We help you balance today's wants and tomorrow’s
needs—without depending on anyone but yourself.
WE ARE HERE TO HELP YOU:
Stop worrying about “what if”
and start enjoying life to the fullest.
Create a comfortable work-optional or retirement lifestyle for your future.
Know you have the resources to help the people and causes you care most about.
How Self-Reliant Women Can Feel Financially Confident
Download this ebook and get four steps to help balance today’s wants and tomorrow’s needs—without relying on anyone but yourself.
ARE WE A MATCH?
You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:
- Are a woman who is a single or primary earner who wants to know your finances can support you now and for the long-term
- Seek step-by-step guidance in balancing today’s desires with tomorrow’s needs
- Want an ongoing relationship with a financial advisor to help you stay on track
- Have take-home income of $250,000 or greater, or investible assets of $500,000 or greater
FEELING INSECURE ABOUT YOUR FINANCES?
You have worked hard for your success and tried to make good financial decisions, but you still may:
- Feel unsure that you are doing enough- Have a nagging feeling you're missing out on important financial decisions
- Feel anxious about where the 'holes' are in your financial picture
You deserve to feel good about what you've accomplished in your life.
Feel Confident You Have Money Plans in Hand
Our goal is to help you:
Know where you are:
Gain a clear assessment on
where you stand right now.
Align your finances:
Use your money to enjoy life now
and take care of your future.
Get an action plan:
Know the next steps and a reliable
process to keep you on track.
We Understand What It
Feels Like When Everything
Falls on Your Shoulders
- We help self-reliant women like you feel confident about your financial life—without depending on anyone but yourself.
- Senior Wealth Advisor Jennifer Kirby, CIMA®, CSRIC®, combines her financial experience and creative background to serve as a guide for similar self-reliant women.
- Jennifer has a media arts degree, an MBA, and designations in financial risk management and sustainable investing to help you feel like you are collaborating with someone who “gets” you.
Clients We Help
Primary Earners
Women seeking a plan for their household finances so they can feel confident about the future.
Single Earners
Women who want to feel confident about their finances regardless of their relationship status.
Business Owners
Women who want to know their hard-earned success can create a prosperous life through all the stages of their business and even after.
A Financial Guide You Can Lean On
You have worked hard for your success, and you deserve to enjoy it. But you have questions: Can you really afford that trip with your friends? Or should you use the bonus for your savings instead? You shouldn’t have to feel anxious about enjoying a comfortable life. At Talisman Wealth Advisors, we guide you through a financial planning process to help you feel confident you really can enjoy life today and take care of the future too.
We are a fiduciary Registered Investment Advisor based in central New Jersey servicing clients in the New York Tri-State area and nationwide. We help self-made women who are too busy or too overwhelmed to move forward on their finances. We are here to help you:
- Gain a clear picture on what is possible for you right now and what needs to be done for the future
- Put money plans in hand for your biggest dreams, such as a vacation home or a work-optional lifestyle
- Feel confident you have the financial foundation in place to help support you for the rest of your life
- Take care of your loved ones if they need help without hurting your own finances Gain relief that you know what needs to be done and ensure you have a team to help with the logistics
- Stay on track with regular communication and an ongoing process to help get you to your goals
How to Work With Us
1
Schedule a call to see if we are the right fit for you.
2
Set up a meeting in person or on Zoom to discuss how we get started and how it works going forward.
3
Sign the agreement to begin implementing.
Take the First Step-Schedule a Call!
Are you ready to stop feeling anxious about where the holes are in your financial picture? Take the first step toward feeling confident you have money plans in hand to enjoy life now while taking care of the future. Schedule an introductory call today.