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Empowering Women

TO FIND FINANCIAL FREEDOM

Why We’re Here

1

EMPOWERING WOMEN TO PURSUE 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.

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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. 

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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 professionals 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.)  

50%

Of women ages 55 to 66 have no personal retirement savings

Source

40%

Of U.S. families depend on mothers as the sole or primary breadwinners

Source

47%

Of women compose the total labor force

Source

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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.

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Retirement-Ready

It’s time to relax, travel, and enjoy the life you’ve built for retirement. Let’s plan for that future, now.

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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.

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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.

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Life Changer

Major life events like death and divorce are never easy. But we can help get the financial piece back under control.

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Curious Homeowner

Buying a house may seem out-of-reach, but this exciting possibility is achievable with the right planning.

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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.  

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Financial Planning
& Wealth Management

LEARN MORE
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Planning Your
Estate

LEARN MORE
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Preparing
Your
Taxes

LEARN MORE

Your Wealth-Building Support System

We are ecstatic to join you on your wealth-building journey and help unlock your earning potential. 

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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 pursue the financial freedom you deserve. 

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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 pursue 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.

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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.

THIS IS US
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“

Lives Changed

“I have been working with the team for many years

for accounting, investment, estate planning, and elder law needs. Donna Stefans is particularly gifted in all of these areas, and has a broad knowledge base that gave me utmost confidence in her suggestions and advice. At the same time, she was able to explain complex issues in layman’s terms when needed. It’s reassuring to know that because of her expertise, acumen, and experience my future and family needs will be taken care of. I have recommended several friends to Donna and they have been equally impressed and thankful!”

— Lin Storaekre

“Everyone is friendly, welcoming, knowledgeable and extremely helpful.

They are always willing to sit and listen and help in any way they can. I would gladly recommend them to everyone.”

— Laurie Barry

“A true asset first for my Mother and now myself.

They have been handling our needs for many years now. Always friendly and welcoming. When I call, a person always answers. That is rare these days. Donna and Tom are great! Always there for me. I feel very grateful to have found them.”

— Lori Williamson

This testimonial and/or endorsement was given by clients of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck to see more on the background of this professional.

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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.

(Source)

Ready to Take the First Step?

Fill out this form, click the button, and BAM – you’re on your way to financial freedom.

GET STARTED
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