Retirement planning for women
I work with a small number of women who are ready to stop worrying about money and start living the retirement they've earned.
See if we're a fit
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63 five-star reviews on Wealthtender
Who I work with
The process
We start with a relaxed conversation. No agenda, no presentation. I'll ask questions and mostly listen — I want to understand who you are, what's on your mind, and what you're hoping for. If I don't think I'm the right fit for your situation, I'll tell you honestly and help you find someone who is.
This is where we go deep. I'll send you a short prep document beforehand so you know what to expect. During our meeting, we'll build a complete picture of your financial life together — your assets, income, goals, values, and everything else that matters. As we talk, I map it all out visually in real time so we're both looking at the same picture. Clients consistently tell me this meeting alone changes how they think about their finances.
Within two weeks of our discovery meeting, I'll have an initial draft of your financial plan ready. We'll walk through it together — your retirement income strategy, tax planning opportunities, and what your money actually looks like month to month in retirement. You'll leave with clarity on where you stand and exactly what we'd do about it.
The first year or so involves more frequent conversations as we get everything in place — reviewing your tax return, your estate plan, your insurance, and refining your plan as your life comes into clearer focus. After that, we settle into a rhythm of meeting every six months. But my door is always open in between. Questions, big decisions, unexpected moments — reach out any time. That's what this relationship is for.
What I stand for
After more than 30 years of doing this work, I've learned that the most important things about financial planning have little to do with finance.
I don't start with your portfolio. I start with why money matters to you in the first place.
The question isn't just "do I have enough?" It's "enough for what?"
You didn't save all this money just to leave it behind.
I'd rather do meaningful work with fewer people than shallow work with many.
This is what I stand for. If it resonates, we should talk.
See if we're a fitClient reviews
"Meeting with Russ gave me immediate confidence and peace of mind about my upcoming retirement. As a woman preparing for this next chapter, I felt truly seen, supported and encouraged. I felt excited and grateful to have found such an advisor."
Dianne K.
"Working with Russ from the very beginning, I feel heard. He asks intelligent yet empathetic questions to ensure he understands my goals and motivations. He will help you achieve your goals — and he will also challenge you appropriately if you are thinking too small. I trust Russ implicitly."
Tricia B.
"We chose Russ because he was the first financial planner that took the time to know who we were before making recommendations. It is great to call him — even on a Saturday before you make an offer on a house — to get confirmation that the plan will work."
Helen D.
"We are long-time clients and have trusted his steady guidance and timely advice. He helped us set goals which enabled us to strike a great work/life balance — and now in retirement, we are living the plan/dream."
Barbara P.
Reviews sourced from Wealthtender. All reviewers received no compensation and report no material conflicts of interest. Read all 63 reviews →
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