You know you need to set financial goals. But for many of us, identifying what those goals might be is often the hardest part.

This session will help you:

  • Understand your top financial concerns 
  • Establish two short-term and two long-term financial goals 
  • Suggest ways to help you achieve your goals    



Investing allows you to harness the power of growth potential over the course of your life. When you have money that isn’t growing in value, the purchasing power of your money declines because it doesn’t keep with the rate of inflation, or increases the cost of living.

This session will help you:

  • Recognize the importance of investing. 
  • Understand the different types of investments and how they work. 
  • Grasp the importance of diversification.  



Asset allocation helps you balance both risk and reward, and growth and preservation of principle. Too little risk and you may miss out on opportunities. Too much risk and unrecoverable losses may occur. 

This session will help you to see that asset allocation will:

  • Provide diversification of investments 
  • Offset any potential downtowns with assets that preform differently. 
  • Manage risk over the long term.  



Retirement planning can seem overwhelming, but it doesn’t have to be.

This session will help you:

  • Build your retirement strategy. 
  • Understand the different sources of retirement income. 
  • Plan for retirement risks and financial challenges.  



Your income funds all parts of your life – not just your mortgage and retirement, but how you spend quality time with your family and friends, interact with your community and advance your career. 

Everything you do depends on your income. That’s how valuable it truly is.



There are as many different reasons why a person would buy life insurance as there are people making that decision. But for some, it ultimately comes down to one thing: Life insurance is, in essence, financial security for the people you love.

This session will help you:

  • Compare the different types of life insurance. 
  • Find the right amount of insurance for you. 



Nobody is perfect, but being familiar with common money mistakes can help you navigate their pitfalls more confidently. This seminar will outline common money mistakes that you should keep in the back of your mind as you move through your financial life so you can anticipate them and make adjustments as needed.



As you begin to build your life together, you should talk about money. While it may not be easy, the number one rule is to be honest. It’s all about building a foundation for your relationship. 

It can seem daunting but this session will help you narrow your focus and concentrate on what is more important.  



Making a list of financial goals will help you get moving in the right direction after the divorce.  

Goals such as:

  • Having an emergency fund
  • Retirement
  • Investing



Smart planning is your roadmap to success, but don't stop there. Always reflect, re-evaluate and set new goals.



With the average cost of tuition and fees at a four year college increasing significantly on an annual basis, it is never to early to start to save and plan.  In this session you will learn:

  • Pros and Cons of the different savings vehicles, including tax and financial benefits.
  • How to select the right strategy for your child's education.



It is very common that families put off their estate planning. Many people think that estate planning is for the very wealthy and doesn't apply to them.  But estate planning could be as simple as getting a will in place to protect those you love.


Networking Events

Keep an eye out for our networking events!  

Three to Four times a year, Her Slice of the Cake will hold networking events for women looking to expand their network and meet other like minded women.  These are opportunities to not only get to know who we are, but to get to know our partners and each other. 

Our strength will grow through our community.  So bring your smile and plenty of business cards!


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