We Do More than Plan—We Guide You Through Decisions that Matter.
Clear, actionable guidance—bringing ease to your estate, insurance, and investment planning.
Our Process
We work with our clients through a series of consultations that are collaborative and offer guidance. We move forward with an in depth intake to support our data-driven approach. Then we develop an action plan. This process creates tailored strategies that meet your specific needs and goals.
Welcome to WealthEase
Whether you need targeted advice or a full-service strategy, we’re here to guide you forward with clarity. Our combined 30 years of experience in the industry allows us to help you protoect what you'ver built and take charge of what's ahead.
Welcome to WealthEase
Kristen and Lisabeth's practice is built on a foundation of thoughtful client relationships. Whether you need targeted advice or a full-service strategy, we’re here to guide you forward with care and clarity. Our combined 30 years of industry experience allows us to help you protect what you've built and take charge of what's ahead.
Feel Confident About What's Next—Let's Talk.
Affluent Estates and Taxes
UHNW investors face estate planning challenges that require specialized solutions to ensure their vision and legacy are realized. Have you heard of a GRAT?
Important Retirement Milestones
Starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding your retirement income.
Women In Finance Closing the Gap
It is estimated that 40% of women take the lead in their household finances, and 30% of women make finanical decisons with their partner. Here is a quick guide to get financially savvy.