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We Support Women in Realizing Their Dreams

Utilizing Tax – Smart Planning and Wealth Strategies

"Surround yourself with a trusted and loyal team. It makes all the difference."

- Alison Pinus

Meet Our Founder

CHERIE D PUTMAN CPA, CFP®

I have grown up with strong women in my life, starting with my mom, two outstanding grandmothers, a great grandmother, and several wonderful aunties (I’m from an Italian family!).

I was raised with the importance of family, and I saw this continually modeled as the younger women in the family raised their children and assisted their moms and grandmothers with life’s tasks.  I have fond memories of spending quality time with my nanna (great grandmother who lived next door), my grandma Rosalie, and grandma Modesti (affectionately known as grandma Mo).  Watching these wonderful women navigate life’s transitions was truly amazing and something that I will always treasure.  Is it no wonder why I have a special place in my heart for helping and supporting women?

What has a life full of truly amazing women taught me?  First, women have different needs than our male counterparts – we plan differently, we live longer (thanks Estrogen!), we are more in tune to our health needs and tend to overestimate risk, which could be detrimental to our well-being and longevity. Women also typically earn less due to stepping out of the workforce to care for their children or perhaps a family member. Together, these factors have a significant impact on our finances and overall wellbeing in our later years.

Through my professional career, I have had the privilege of sharing in the journeys of women who were experiencing some of the toughest transitions that I could ever imagine.  As we worked together to obtain financial wellness and planning their future, I was blessed to share in their times of pain, grief, disbelief, anger, growth and transformation.  There are no words to describe how each one of these women has touched my life.

Together with the above experiences, I can offer my own transitional experiences of:  Marriage, Motherhood, Empty Nester (partially for a time), Homeowner, Entrepreneur, Death of loved ones and many more.

“By design, we help women achieve the lifestyle of their dreams and enable them to deliver on the important promises that they have made.”
Cherie D. Putman, CPA, CFP®

Our Services

Financial Wellness Coaching

  • Identify Your Money Mindset
  • Financial Beliefs and Relationship to Money
  • Mindful Money Habits
  • Managing Emotions, Bias and Stress
  • Build Financial Confidence
  • Overall Guidance
  • Reduce Financial Stress
  • Life / Business Transitions

Financial Planning and Education

  • Balancing Your Goals and Objectives
  • Saving, Spending and Budgeting
  • Financial Decision Making
  • Planning Your Now and Your Future
  • Multigenerational Planning

Integrating Your Values

  • Identifying Your Core Values
  • Aligning Your Goals with Your Values
  • Creating a Vision for Your Financial Plan and Legacy
  • Teaching Values to the Next Generation

Wealth Management

  • Asset Integration
  • Investment Selection and Monitoring
  • Asset Allocation and Rebalancing
  • Risk Management
  • Income Strategies
  • Distribution Strategies
  • On Going Monitoring and Management

Women We Serve

Entreprenuers

Women-owned businesses have significantly enriched the lives of their families, employees and communities.  As women entrepreneurs often juggle multiple roles and face distinct challenges at various stages of their personal and professional lives, it is essential that they partner with advisors who genuinely understand and can assist in navigating these complexities.

We support our entrepreneurs in:

  • Work life balance
  • Alignment of benefits for business owners
  • Growth and profit planning and strategy
  • Business acquisition / Business sale
  • Business financial review
  • Tax Planning

Professionals

Professional women possess significant earning power and the capacity to accumulate wealth, yet they often navigate a complicated mix of career ambitions, family responsibilities, and other personal commitments.  Success of professional women lies in uncovering her priorities, values and goals and strategically aligning her professional endeavors with them.

We provide guidance and support to women professionals:

  • Financial stress reduction
  • Work life balance
  • Assessment and tracking of stock compensation
  • Planning for career transitions
  • Big decision support
  • Benefits review
  • Tax planning

Life Transitions

Life is full of transitions. As women journey through life, some transitions have more of a financial impact than others.  It is through these transitions that women can find themselves less confident, overwhelmed and fearful of the unknown.

We provide guidance and support to women who are in or facing the following transitions:

  • Career Change
  • Marriage
  • Death
  • Divorce
  • Retirement
  • Inheritance
 

“Times of transition are strenuous but I love them. They are an opportunity to purge, rethink priorities, and be intentional about new habits. We can make our new normal any way we want.”

- Kristin Armstrong.

Welcome To Our D.R.E.A.M. Process

DISCOVERY

We begin by understanding your unique needs and goals. Our initial conversations are about learning your money story, your values and discovering what matters most to you, setting the stage for a tailored financial journey.

Redefine

Next, we challenge and expand your financial perspectives. By redefining what is possible and reframing your financial outlook, we open new doors to new opportunities and ways of thinking.

Education

Knowledge is power. We guide you through the complexities of financial strategies and markets helping you to make informed decisions with confidence.

Alignment

With a clear strategy in place, we align your financial goals with actionable steps. This phase is about turning plans into reality, ensuring every action contributes to your ultimate financial success.

Momentum

We focus on maintaining your financial health with ongoing oversight and adjustments. As your life’s transitions ebb and flow, so does your financial strategy. We keep the momentum going, ensuring your financial plan continues to work for you, securing your future and beyond.