Broker Check

Who we serve

Serving clients of different backgrounds

You may feel that your unique situation is holding you back from achieving your financial aspirations. Don’t let that discourage you—we are here to help. No matter where you are in life we are committed to guiding you through the financial terrain, providing support at every step along the way.

Individuals and families

Individuals and families

Steering you toward your ideal life

Future planning can be daunting with so many elements to consider. Together, we will simplify this by creating a personalized strategy that sets you and your loved ones on the path to achieving your goals.

Pre-retirees and retirees

Pre-retirees and retirees

Helping you through life transitions

We aim for a retirement transition at your pace, planning ahead and adapting to changes in your vision and circumstances. Once you’ve made the parachute landing into your golden years, we will monitor your finances, ensuring that you can maintain your desired lifestyle.

Widows and divorcees

Widows and divorcees

Regaining control of your finances

Facing the loss of a spouse is difficult. Our advisors will help you regain financial control through tailored counseling that guides you towards a secure retirement, ensuring you're informed every step of the way.

Business professionals

Business professionals

Improving your financial health

Keeping a firm grip on your financial future can be time-consuming and complex. We use our business expertise to create a strategy that protects and grows your business finances, while also focusing on improving your personal financial health.

Investing for Impact: Make a difference while pursuing your goals

In this ebook, you'll learn the history and key elements of  investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.

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About us

Confidere is an independent, women-led, financial planning firm that helps you confidently pursue the life you want. 

About Us

Contact us

Contact us today to discover how our collaborative and relationship-driven approach will help you feel more confident about your future.

Contact Us Today

Our team

Our women-led team welcomes people from all walks of life, providing clarity, confidence, and education on your financial journey.

Meet the Team