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The life you want in retirement starts with the plan you make today.

We help women like you uncover financial gaps, optimize your investments, and create a retirement plan that lets you live life on your terms.

CREATE A CLEAR PATH TO THE LIFE YOU WANT


A Simple, Step-by-Step Approach

You’ve built a career, raised a family, and handled life’s curveballs like a pro. Now, it’s time to focus on you—your financial health, your future, and the life you want to live in retirement. But where do you start?

Maybe you have old 401(k)s scattered across different jobs. Maybe you're unsure if your investments are set up to support your retirement dreams. Or maybe you’re balancing college costs, aging parents, and your own financial future - all at once.

We get it. And we’re here to help. 

Investment Strategies

Consolidate old accounts and optimize your portfolio for long-term growth.

Tax & Estate Strategies

Keep more of what you’ve earned and protect your legacy.

Insurance Reviews

Make sure your coverage aligns with your current needs - no more, no less.

Big-Picture Planning

Get clear on your timeline, income needs, and how to turn your savings into security.

Meet Jessica McCrory

Meet Jessica McCrory

Helping women with their finances is part of my family legacy.  After partnering with my father in his financial planning practice, we combined our over 30 years of experience to create a resource that helps people develop a solid financial future. Clients leave the NBWA office with the clarity that allows them to make informed decisions about what comes next and as their lives evolve and change, I'm with them every step of the way.

Our process isn’t about spreadsheets and financial jargon - it’s about real conversations, actionable steps, and a plan that reflects your goals.

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.

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Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents. The shifting of roles can be challenging, and emotions often prevent important information from being exchanged and critical decisions from being made.

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Countdown to College

Countdown to College

Making sure your children have options when it comes to choosing a university can help shape their future. Work with them today to make goals and develop habits that will help ensure their success. 

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Feeling Stretched Between Aging Parents and Growing Kids? You’re Not Alone.

If you’re juggling carpools, caregiving, career demands, and constant worries about money, this guide was written for you. Stuck in the Middle With You offers clear, compassionate advice to help you manage responsibilities without losing yourself in the process.


What You’ll Get Inside

👉 Financial strategies for protecting your own future

👉 Caregiving tips that lighten your load

👉 Ways to set boundaries, ask for help, and reclaim your time

👉 Trusted resources for elder care, benefits, and support

Download your free copy of Stuck in the Middle With You and take your first step toward balance, clarity, and peace of mind.

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