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Financial Guidance for Your Next Season

Helping women in transition find clarity, confidence, and a plan for what comes next

Or call our office: (440) 709-3315

How Can We Help You?

Navigating Divorce Later in Life

Divorce later in life brings complex financial questions. We help you understand your options and build a plan for what comes next.

After the Loss of a Spouse

After losing a spouse, financial decisions arrive whether you're ready for them or not. We're here to help you navigate them — clearly, honestly, and on your timeline.

Preparing for the Transition Into Retirement

Getting close to retirement often feels less like excitement and more like uncertainty. Most women we work with are more ready than they think — they just need someone to help them see it clearly.

About Jonathan

Most women who reach out to me are navigating something significant — a divorce, the loss of a spouse, or a retirement that's closer than it once seemed. With each of these scenarios there’s often a common question: "Will I be okay?"

That question is one I understand personally. I was raised by a single mother who went through a difficult divorce, and I watched her navigate financial decisions largely alone — without someone to sit with her, explain things clearly, and help her see that she was going to be okay. That experience shaped who I am and why I do this work.

As a former attorney, Certified Financial Planner®, and Certified Divorce Financial Analyst®, I bring both legal fluency and financial experience to the women I serve. But what my clients tell me they value most isn't my credentials — it's that I ask thoughtful questions and actually listen.

My wife Rosie and I live in Bay Village, Ohio with our six children, I serve on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo), and am a member of the Estate Planning Council of Cleveland.

Free Planning Guides

If you're navigating a major life transition, we've created three complimentary guides to help you think through the financial decisions ahead — written in plain English, without jargon.

Our Prospective Client Process

Getting to know you is where everything begins.

01

Introductory Call

A chance for us to speak, learn about your situation, and see if working together makes sense. No pressure, no obligation.

02

Discovery Meeting

A deeper conversation about your goals, concerns, and what you want your financial future to look like. This is where we really get to know you.

03

Your One-Page Financial Plan

We analyze your complete financial picture and prepare a clear, actionable plan with specific recommendations built around your unique situation.

04

Plan Review Meeting

We walk through the plan together, answer your questions, and discuss next steps — with no pressure and no hard sell. Our goal is to help you make an informed decision, not to rush you into one.

Ready to Take the First Step?

A 15-minute conversation costs nothing and could change everything.