News & Events

Statistically, at some point every woman will be responsible for her household financial decisions. So join us as we present a workshop on the very basics of financial literacy and investing. Learn how to handle your finances so you can focus your energy on the important people and goals in your life. 

IF YOU MISSED OUR WORKSHOPS, EMAIL for a recording! Please include your phone# as well for verification














Jane was interviewed in May, 2020 on 97.7 ACKFM radio about her business and tips on LONG TERM CARE (first audio)  as well as the CARES Act as a result of COVID 19 and your retirement plan. (2nd interview below). A LTC workshop recording available on request as well from









In other news....

Jane brought Gregg Cohen, President of Campus Bound, to Nantucket for a full day of 1-1 consultations and these educational workshops. If this is something you're interested, please contact us!




In early November, Jane brought Bob Tranchell of Federal Savings Bank to the Nantucket Senior and Health Expo for the day to speak to residents of Nantucket.