OpalWomen
Go from Overwhelmed to Wonder Woman
As a modern woman, sometimes it feels like there aren’t enough hours in the day. Between juggling a job, raising children, and managing finances—our lives quickly become complicated and stressful. Women are expected to make it all work—even though many of us have never been taught how.
Achieve Financial Peace of Mind
OpalWomen is a team of dedicated financial planners and coaches who practice exclusively with independent, hard-working women like you. Allow us to help define, pursue, and achieve the financial peace of mind you need.
Our 3-Step Process
Clarify
We work with you to clarify your financial goals. What does financial freedom mean to you? What do you want, and in what time frame?
Create
Using your goals, we map out your journey to financial freedom. What’s the best way to achieve your financial goals? What milestones should you be hitting along the way?
Collaborate
The OpalWomen team is here to coach and guide you through each step of the journey. We help you overcome unexpected obstacles together and pivot when necessary.
OpalWomen Services
- Financial Planning |
- Investment Management |
- Divorce Planning |
- Retirement Planning |
- Business Planning |
- Estate Planning |
- Financial Coaching |
- LGBTQ+ & Money |
OpalWomen Provides the Tools to:
- Take control of your debt
- Outsource non-essential duties
- Achieve your financial goals
- Speak openly and honestly about money
- Spend more time with your family and loved ones
- Realize your potential
- Become a positive financial role model
- Thrive in your career
Meet the OpalWomen Team
Katherine M. Dean, CFP®
Financial Advisor
Chelsea Barrows, CFP®, AIF®
Financial Advisor
Tiffany Melendez
Relationship Manager
Christine Ketcham
Relationship Manager
Eugenia Kalaitzidis
Senior Client Service Associate
Jamie Bruno
Operations Specialist, Advisor Transition Coordinator
Christine Nardella
Client Service Associate
Brittany Siemer
Marketing Manager
