Women & Wealth

Financial Planning for Women by Women

  • Our mission is to foster confidence and financial independence, empowering women to take control of their financial well-being and achieve their goals.

    Amber Schiffert, TARA Wealth Co-Founder

  • Empowering women through financial planning not only secures their present but also lights the path to a brighter and more prosperous future.

    Amanda DeCesar, CFP®, TARA Wealth Co-Founder

TAKE CONTROL OF YOUR FINANCIAL FUTURE TODAY

At TARA Wealth we are passionate about supporting and empowering women (YOU!) to make smart money decisions and feel confident about their finances.

Together we help independent driven women (YOU!) confidently navigate the complexities of wealth accumulation, investments, retirement planning, and more, ensuring you can realize your full potential and build a strong financial foundation and secure future.

Take control today and schedule an introduction meeting with our Founders. We’d love to meet you.

Women celebrating. Women & Wealth

Who We Help

  • You aspire to take control of your financial future, feel empowered, and make informed and intentional decisions. We are here to help.

    We will build a personalized financial strategy for you, ensuring your financial goals align with your ambitions, so you can confidently take charge of your financial future and achieve lasting independence.

  • Life is constantly evolving. We are here to help you navigate through changes.

    Whether you’ve recently:

    • Received an inheritance

    • Are going through a separation

    • Adjusting to the loss of a spouse or loved one

    • Preparing for single parenthood

    • Stepping away from work to raise children

    • Changing careers

    • Preparing to care for elderly parents

    We offer compassionate guidance to help you navigate these significant changes while supporting and empowering you to make informed decisions during these transitions.

  • You’re a driven business owner, dedicated to the success of your company(ies). With success comes a lack of time and you seek professional support and guidance. You want to ensure you are making informed financial decisions, but you don’t know where to start.

    As women business owners ourselves, we understand first-hand the unique financial challenges and aspirations of women entrepreneurs. We are here to help you gain clarity, confidence, and control of your finances.

    We are passionate about providing financial planning tailored to your needs, to help you create a balance between business and personal finances, optimize tax strategies, secure your retirement, maximize the financial efficiency of your business(es), and thrive.

A HOLISTIC APPROACH TO YOU & YOUR FINANCES

Plan for everything in your life that has a dollar sign attached to it.

GOALS-BASED PLANNING

A custom roadmap that identifies & plans for your short, middle, and long-term goals.

GOALS-BASED INVESTING

Strategies to align your investments with your short, middle, and long-term goals.

ESTATE PLANNING & PHILANTHROPY

Protect your family, minimize taxes, plan your legacy, and positively impact causes you care about.

FINANCIAL POSITION

Cash flow and net worth planning to guide your financial decisions in the most effective manner.

TAX STRATEGY & PLANNING

Proactive planning to help optimize tax savings today and in the future.

BUSINESS PLANNING

Plan, prepare, and streamline to optimize profitability and create long-term financial stability.

PROTECTION PLANNING

Ensure your plan stays in place even when life throws a curveball.

RETIREMENT PLANNING

A retirement plan tailored to your unique goals and circumstances.

EDUCATION PLANNING

A plan to meet your educational goals without sacrificing your financial stability.

Gain Clarity, Confidence, and Control.