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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.

Home Office

4812 Lorraine Dr San Diego, CA 92115
Phone: (619) 501-6011
Mon-Fri: 8:00 AM - 5:00 PM

Tell Us How We Can Help

Name: Michelle Aarnes
Client Services Manager
Phone: (760) 585-5337
[email protected]
Michelle is happy to help you set up a phone call.

Book a Call

Barbara Norman, CFP® CDFA® ChFC®
4812 Lorraine Dr. San Diego, CA 92115
(619) 501-6011 | [email protected]

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