Every woman must KNOW what resources she has, where they are, how they are accessed and if it is enough. Whether at the beginning or the end of the financial planning journey, there are several considerations for us to be most prepared. In this workshop you will learn the fundamentals of financial planning from a woman's perspective; retirement and college savings, protection and long-term care, social security strategies, legacy and estate planning and balancing those needs across your parents, your children and yourself.
Darcy graduated from the Naval Academy in 1992 and retired from the Navy Reserves as a Captain in 2017. With her Navy time split between Active Duty and Reserves, her 'civilian' job was Business Management and Technology Consulting for 13 years. Following an active duty recall to Iraq and a family move to Naples, Italy for 3 years, Darcy switched gears, became licensed and built her Financial Planning practice in Carlsbad, CA.