3 Financial Group

Remember, Ginger Rogers did everything Fred Astaire did, but she did it backwards and in high heels!

Many believe that financial well-being is linked solely to an ability to earn a high income. True financial independence, however, has much more to do with taking advantage of your existing finances through understanding the core issues that motivate you in life and using appropriate financial strategies that support your unique goals.

3 Financial Group provides financial analysis, advice and services that help empower you to actively shape the future of your dreams. We create a space for you to participate in designing customized, lifetime financial plans to help realize your genuine desires and ambitions within the context of your financial situation and abilities.

I offer monthly workshops on a variety of financial topics relevant to women today.  Click here to sign up for my e-newsletter and invitation to our next Wine Women & Wealth workshop!

Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

More Newsletters →