Meet with Char

Charlene is passionate about helping women and men who are facing life transitions and having to make financial decisions through these changes. Her life experiences of going through a divorce, single parenting, care giving to parents, a second marriage and blending families and now widowhood allows her to empathize and coach others whose life-journey is taking them through similar experiences.

If our current appointment times do not meet your availability, please contact our office to arrange a convenient time