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.
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 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.
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 pursue 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 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.
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.
“
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.
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.
