
Fiduciary Financial Planning & Financial Therapy for Women (and men) Who Want Clarity, Confidence, and Control. At InvestHER Fiduciary Solutions, we help women and entrepreneurs move beyond financial uncertainty and into confident, aligned decision-making. Our approach combines fiduciary financial planning, investment management, and financial therapy to address both the numbers and the behaviors that shape your financial life.
We understand that financial decisions are rarely just about money. They are influenced by experiences, expectations, and sometimes pressure to appear successful while quietly feeling unsure. That’s where our work is different. We guide you through both the strategy and the mindset, helping you replace confusion, avoidance, or overextension with clarity and intention.
Whether you are preparing for retirement, growing a business, or navigating a major life transition, we develop personalized strategies designed to build, protect, and sustain your wealth over time. Our goal is simple. To help you make financial decisions you understand, feel confident in, and can sustain long-term.
RETIRE WITH CONFIDENCE.
Melissa L George, AIF®, CF2®, CFT™, CFS®, PFPS™
Founder & CEO, Fiduciary Financial Planner & Financial Therapist
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Newsletters
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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
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Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.