We are here to help you:

 
 

Become Financially Educated

 
 

Safeguard Your Children’s Future

 
 

Enjoy Your Retirement

Are You Hesitating About Your Financial Decisions?

As a newly independent woman, you are in charge of your family's finances on your own, potentially for the first time. This can leave you feeling unsure about where to even start.

We believe you have what it takes to be in charge of your finances even if you have been left out of the financial conversation in the past. We are here to help you.

 

Create Your Path to Self-Reliance

Uncertainty about your money shouldn’t keep you up at night. We want you to sleep well, knowing that you’re making great financial decisions that help you build a better life.

Our goal is to help you:

 
 
 

Make Smart Decisions About Spending and Saving

 
 

Ensure Your Investments Work Toward Your Priorities

 
 

Take Care of Both Your Kids and You

 

We Understand
There's a Lot to Learn to Feel Confident in Your Financial Decisions

  • For over 20 years, we have drawn on our professional and personal experience to walk newly independent women through a structured process helping them make smart financial decisions.

  • We have custom planning tools and sophisticated software to help you make sense of your current financial situation and plan for your next chapter.

  • Our team's certifications include the Registered Life Planner® (RLP®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations to help you use your money to create the life you envision.

 
 

Make Your Money Work Toward the Life You Want

Finding yourself in charge of your family’s finances for the first time can be overwhelming. At HIGHLAND Financial Advisors, we walk newly independent women like you, step by step, through a process that explores what's most important and helps achieve your goals while taking care of yourself and loved ones.

  • We are a fee-only independent Registered Investment Advisor based in Wayne, NJ, helping to empower the financial decision-making of women who are newly on their own. Our mission is to guide you into building a financial plan around your life plan, not the other way around. We help you:

    • Thrive in your newly independent stage

    • Experience peace of mind knowing your children are taken care of

    • Feel confident that you won't have to put your life goals on hold

    • Understand your finances so you can make great decisions

    • Create savings goals to help make sure you'll be OK in retirement

    • Make your compensation and benefits work for you

    • Ensure your investments align with your personal values

 
 

How to Work with Us

 
 
 

1. Schedule an initial consultation to get to know each other.

 
 

2. Meet to discuss your financial situation and see if there is a mutual fit.

 
 

3. Sign the agreement to start your plan for financial independence.

 

Are We a Match?

You want to partner with a financial advisor whose expertise is working with people just like you. We may be a good fit if you:

  • Are a newly independent woman taking charge of your finances

  • Want a long-term, ongoing relationship with a financial advisor

  • Have investable assets of more than $1 million

 
 

Take the First Step—Schedule a Call

Are you ready to stop worrying about your money and start getting the most out of your life? Take the first step to financial independence by scheduling an introductory call.

 
 

Download Our Ebook:

How Newly Independent Women Can Take Control of Their Money: 4 Focus Areas to Help Achieve Your Life’s Goals

This ebook is a financial primer for the newly independent.

 

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