Contact Us
Tell Us About You
We’d love to hear your story. Our goal is to create a financial plan that is meaningful, informative, and guides your decisions.
Are We A Good Fit?
We do our best work with divorced and widowed women who are looking for a long-term relationship with their advisor. Because the work we do is thorough and time-consuming, we are only able to work with clients with a minimum of $750k of investable assets. If this is not you, that’s OK, click here for other options (*).
Please use the form below to email us and schedule a complimentary introductory call.
Barbara Norman, CFP® CDFA® ChFC®
4812 Lorraine Dr. San Diego, CA 92115
(619) 501-6011 | [email protected]