
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
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Newsletters
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
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.