Empowering Women
TO FIND FINANCIAL FREEDOM
Why We’re Here
1
EMPOWERING WOMEN TO ACHIEVE FINANCIAL INDEPENDENCE
AdviseHer Financial exists to show women everywhere that they are worthy and capable of financial independence.
We’re here to help you take control of your finances on your terms and put all the pieces of your financial life together.
Its one you, one view.
2
WEALTH IS SO MUCH MORE THAN JUST A NUMBER
It’s about securely living the life you want—whether that means buying the home, leaving an unfulfilling relationship, traveling the world, or building financial security.
3
YOUR FINANCIAL GOALS, OUR RESPONSIBILITY
Regardless of where you’re starting, we are here for you—
from taxes to investment portfolios to everything in between.
Our lead financial experts Donna and Marilyn Stefans are committed to guiding you on the path to financial freedom so you can tap into your full earning potential and finally make your money work for you.
Why do we exist? (It’s simple. Yet shocking.)
56%
Of women do not have a retirement plan
40%
Of U.S. families depend on mothers as the primary breadwinners
47%
Of women compose the total labor force
We’ve Been There, Too
We need to start prioritizing joy over fear, don’t you think? AdviseHer liberates women from all walks of life, at every stage, by uplifting them through relevant and accessible financial knowledge and resources.
Retirement-Ready
It’s time to relax, travel, and enjoy the life you’ve built for retirement. Let’s plan for that future, now.
Career Climber
Congrats on that promotion! Now that you’re leveling up in both career and finances, you can make your money work for you instead.
Invest-igator
Not sure where to start with the whole investing thing? It can be intimidating, but you can thrive with a dedicated team by your side.
Life Changer
Major life events like death and divorce are never easy. But we can help get the financial piece back under control.
Curious Homeowner
Buying a house may seem out-of-reach, but this exciting possibility is achievable with the right planning.
Sandwich Generation
Taking care of your children and your parents all at once requires a lot of time, energy, and money. Support is everything.
Own Your Financial Destiny
You are worthy. You are capable. And you can indeed have it all. At the end of the day, it’s all you, baby. We’re here to give you tools to become financially secure, free yourself from all the BS, and be able to count on yourself, no matter the circumstances.
Financial Planning
& Wealth Management
Planning Your
Estate
Preparing
Your
Taxes
Your Wealth-Building Support System
We are ecstatic to join you on your wealth-building journey and help unlock your earning potential.
Meet Your Dream Team
Picture this: a supportive, badass mother-daughter duo by your side – a.k.a.:
→ The supportive coaches you want
→ The sisterhood you crave
→ And the knowledge you’ve always needed to bring your dreams to life.
Let’s Talk About What’s Keeping You Up at Night
Looking out for people is simply in our DNA, so we want to know – what’s keeping you up at night? What’s going on in your head? Once we find out, our decades of experience turn into personalized, actionable steps that help you achieve the financial freedom you deserve.
Our “Why”
Money isn’t everything. But it can lead to more options.
Changing lives for the better is why AdviseHer exists. We show women what’s possible, how they can achieve financial freedom, and how they can create the life they’ve always dreamt of.
Health is wealth, but so is the financial independence to go on that dream vacay, leave that troublesome relationship, and buy that luxury home that’s been calling your name.
Have It All
IT’S ALL YOU, BABY!
You deserve the confidence to see – and love – your worth.
That’s where AdviseHer comes in: we offer the tools to become financially secure, be free from all the negative noise, and be able to count on yourself.
You are capable of taking control of your situation, no matter the circumstances, and AdviseHer’s mission is one rooted in abundance and achievement – all for you.
We can’t wait to cheer you on while you live your best life.
“
“We had both my own family’s estate plan and my mother-in-law’s to plan.
Lives Changed
Due to a couple of complexities, a team handled our case to get the right people on the job at each step of the process. Each and every person at Stefans gave us their kind and responsive attention. I felt as if we had the whole firm helping us. They have quite a team and I highly recommend them for elder and estate legal needs.”
“One of the highest levels of service I have received from anyone, ever.
Donna and her team were incredible. Thorough, professional, and explained all aspects estate planning in a simple way that did not make me feel dumb ! The process to execute a trust was both detailed and efficient. And fun! And special shoutout to Matt who even gave me a ride back to the train station after execution! 1,000% recommend.”
“Donna and her team at the office are a pleasure to deal with.
Donna has tremendous knowledge about the services she provides and is well versed in what services suited our financial profile. She is helpful in providing general knowledge as well since this was our first Will, estate meeting. Furthermore everyone at her office is highly professional and easy to deal with when it comes to communication. I highly recommend her for estate, will, and healthcare proxy setups.”
Unlock Your Financial Power
Ready to join the $83 trillion force of women investors? Step into your financial power and take control of your future with our guide "The Empowered Woman Investor.” Discover how to build confidence, conquer financial hurdles, and create a wealth strategy that works for YOU.
Ready to Take the First Step?
Fill out this form, click the button, and BAM – you’re on your way to financial freedom.
