Mid-Career Financial Planning

Empowering women to build wealth with purpose.

Financial planning should adapt to each life stage.

For women in mid‐career, financial goals and responsibilities evolve—ranging from saving for children’s education, caring for aging parents, continuing career advancement, or transitioning to new paths.

We’re here to provide clarity, confidence, and strategies that reflect your priorities.

RISK MANAGEMENT:

As responsibilities grow, protecting against unforeseen life transitions—career changes, family health, or market volatility—becomes central. We help you develop a resilient base.

WEALTH & TAX STRATEGY:

We structure investment and savings strategies to grow your assets efficiently, minimize tax drag, and align with both short- and long-term objectives.

CAREER TRANSITIONS:

Thinking about a new direction, a new business, or scaling back? We help you model how changes in income, benefits, or work patterns will ripple through wealth, spending, and retirement goals.

Many mid-career women are thinking beyond themselves—how to support family, community, and causes they care about. We’ll help you integrate philanthropy, estate planning, and values-driven investing into your strategy.

LET’S EMPOWER YOUR NEXT CHAPTER.

You bring the ambition, insight, and values. We bring guidance, structure, and accountability. Together, we’ll monitor progress, adjust to life’s curveballs, and and make sure your financial plan keeps pace with your goals and your values.

TOLER FINANCIAL GROUP

SUPPORTING YOUR FINANCIAL PATH THROUGH PROFESSIONALISM & DIVERSE LIFE EXPERIENCE.

Build a financial services partnership with professionals dedicated to integrity, respect, independence, and inclusivity.

+ LEARN MORE ABOUT OUR TEAM

TGF Financial Resources for Mid-Career Women

Webinar— Top 3 Retirement Strategies for Women

Blog— Facing Divorce? Address These Financial Priorities First

Blog— 3 Stages of Financial Independence