Financial Planning for Women in Los Angeles

When it comes to financial planning, women are likely to face many unique challenges, including transitions of inheritance, divorce, mid-life career changes, and retirement. They often move from one home to another, face the death of a loved one, and/or become parental caretakers. However, women no longer need to rely on a disinterested (untrained/too busy) spouse, friends, or family members with other commitments.

As a women-led company, Beverly Drive Financial is committed to empowering women as they become financially engaged.

We can guide you with:

  • Providing income for you and your family
  • Budgeting your income:
    • Basic overhead: rent or mortgage, food, utilities, auto payment and gas, medications and health care.
    • Entertainment
    • Travel
    • Special needs
    • Education of self or children
    • Paying off debt and the mortgage
    • Saving for the future
  • Caring for elderly parents
  • Liquidity for emergencies
  • Buying a home or upgrading
  • Retirement

Call us today!