By appointment only

Fiduciary Financial Planning & Financial Therapy for Women and the Men Who Value Our Approach

At InvestHER Fiduciary Solutions, we help women, entrepreneurs, and families move beyond financial uncertainty and make informed, confident decisions. Our approach combines fiduciary financial planning, retirement planning, investment management, and financial therapy to address both the numbers and the behaviors that shape your financial life.

Because financial decisions are rarely just about money. They are influenced by your experiences, expectations, emotions, and sometimes the pressure to appear successful while quietly feeling uncertain. That is where our work is different.

We help you align your financial strategy with your values, priorities, and long-term goals, replacing confusion, avoidance, and overextension with clarity, confidence, and intention.

Whether you are preparing for retirement, growing a business, building wealth, or navigating a major life transition, we develop personalized strategies designed to help you build, protect, and sustain your wealth over time.

Our goal is simple: to help you make financial decisions you understand, feel confident about, and can sustain for the long term.

RETIRE WITH CONFIDENCE.

Melissa L George, AIF®, CF2®, CFT™, CFS®, PFPS™

Founder & CEO, Fiduciary Financial Planner & Financial Therapist

REVIEWS: See what clients are saying at YELP, Google, or BBB

Newsletters

Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Calculators

Impact of Inflation

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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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