Why Financial Planning for Women Matters
Women often experience financial paths that look different, including:
- Longer retirement horizons
- Career pauses or transitions for caregiving
- Wage and wealth gaps
- Divorce or widowhood
- Inheritance or business succession
These realities require thoughtful, proactive planning. Our role is to ensure your financial strategy reflects your goals, values, and life circumstances, today and in the future.
Retirement Planning
Creating sustainable income strategies for a longer retirement.
Divorce Financial Planning
Helping you navigate complex financial decisions with clarity and confidence.
Widowhood & Life Transitions
Compassionate guidance during difficult and emotional times.
Business Owner Planning
Strategies for women entrepreneurs and executives.
Education Planning
Preparing for your children’s or grandchildren’s future.
Estate & Legacy Planning
Protecting your loved ones and leaving a meaningful legacy.
Values-Based Investing
Aligning your investments with what matters most to you.
The Women of WealthBridge
Kati Hays, CRPC®, CDFA®
Kati is passionate about helping women take control of their financial futures with clarity and confidence. She understands that wealth is more than numbers — it’s security, independence, legacy, and choice.
Having walked in many of the same shoes as the women she serves, Kati brings both professional expertise and personal understanding to her work. She knows firsthand the emotions and complexities that can accompany major life transitions, and she meets her clients with empathy, strength, and practical guidance.
Carrie Leach
Carrie is motivated by a desire to open doors, break down barriers, and help women navigate their careers with clarity and confidence. Through guidance, advocacy, and encouragement, Carrie works to create opportunities for women to grow, lead, and succeed on their own terms.
Heidi Eagle
Heidi is driven by a desire to see women thrive, build financial independence, and feel empowered to take ownership of their careers and financial futures. By mentoring and uplifting others, Heidi aims to create a more inclusive, supportive, and successful environment for women in finance.
Ashton Riley
Ashton is passionate about helping women in the financial industry because she understands the unique challenges they face and believes in empowering them with knowledge, confidence, and support.
