By appointment only

Fiduciary Financial Planning & Financial Therapy for Women 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

Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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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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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators