Women Professionals
Financial Clarity For A Life In Motion
As a woman in a leadership position, your time and energy are pulled in many directions—your career, your family, your future. At PushPin, we help you pause and map out where you want to go next. Through thoughtful planning and practical guidance, we help you make the tough decisions now while keeping an eye on the future you want to build. With a clear strategy, you can make steady progress and feel more joy in your everyday life.
Questions to Help Our Clients Find Answers
What should I do with my 401k?
- How should I invest my 401k?
- What should I do with 401k from previous companies
- Should I contribute to Tax Deferred or Roth 401k?
Savings Strategies?
- I have extra money to save, where is the best place to save my money?
- Should I pay more to my mortgage or save more for retirement?
Employee to Business Owner?
- How do I start the transition from employee to business owner?
- What type of retirement plan should I set up for my company?
Planning for Your Child's College?
- What is the best account to use for college savings?
- Can I use the funds for trade schools?
- What can I do with the funds if my child receives scholarships?
Clear Planning For The Life You Want to Live
Mark The Moment With A PushPin
Your journey begins with a PushPin on the map, placed at the moment you decide to plan for the future, make the most of your career, or step into a new chapter. Are you ready to map the path forward?
Our Approach
A planning-first, education-driven approach that helps you make confident decisions in every stage of life.
Our Team
Meet the team behind PushPin—advisors who care deeply and plan with empathy, clarity, and purpose.
Contact Us
Wherever you are in your journey, we’re here to listen, guide, and help you move forward.