Breadwinner Women
Female Executives
Entrepreneurs
Women In Transition
Breadwinner Women
The title says it all. You are the primary earner for your family, and you feel every bit of that huge responsibility. You love your career and your family, and you strive to balance it all while making smart financial decisions that impact the people you love most in the world. You want your hard work to create opportunities for your children, like the best educational options and future safety nets. You want to enjoy the fruits of your success in your limited leisure time with fun family trips and activities, while also working toward your long-term financial goals.
Pachira is here to listen with empathy, and empower you with professional guidance. We can provide clear, actionable advice that fits into your busy life. Whether you want to set up trusts for your children, hone your retirement strategy, or maybe buy that second vacation home, we can help you get the job done.
Female Executives
You are at the top of your game, and you didn’t get there by accident. Through years of hard work and dedication, you’ve realized your career ambitions. Now it’s time to strategize for your financial freedom.
Whether you want to maintain your current lifestyle in perpetuity, diversify your considerable assets, or make a plan to care for loved ones, Pachira can be your valued partner in a collaborative and strategic financial partnership. Your time is precious, and we know just how to make the most effective use of it to help you pursue your financial goals. You’re a leader, and leaders know how to delegate to capable cohorts. That’s what we can be for you.
Entrepreneurs
You are bold and brave, unafraid to be the creator of the career and life you want. You balance heavy responsibilities and know how to manage a team. You’ve grown your business and your personal finances at the same time. Your needs are singular and unique.
Everything from your retirement planning to your work/balance looks different than it does for those in a corporate structure. Pachira has the experience and knowledge to help creative, fearless entrepreneurs just like you. Let us help you make sense of every aspect of your financial picture and help you plan for the future you want.
Women In Transition
Life is full of change–some shifts we can plan for, and others catch us completely off guard. When a major transition happens in your life, like the death of a partner, divorce, a major career change, or coming into an inheritance, you need to feel steady.
Pachira is here to help you stabilize what might feel like an overwhelming situation. We will listen without judgment, work with you to understand your unique concerns, and earn your trust. Together, we can adjust to your new financial realities, plan for your future, make a strategy to care for yourself and your loved ones, and create a roadmap to the confidence and independence you deserve.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
