Services

Professional Services Personalized for Women and Women-Owned Businesses

Certified Financial Planner™ Rashida Lilani provides expertise in financial planning services to women and women-owned businesses.

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Each plan is customized to fit each client's individual financial planning needs. Lilani Wealth Management offers a focused investment strategy tailored to all women and women-owned businesses. The plan is then monitored on an ongoing basis, including quarterly reviews and meetings.

We offer a wide array of Wealth Management Services for women, including:

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  • Comprehensive Financial Plans

  • Retirement Planning and Distribution

  • College Planning

  • Insurance and Risk Management

  • Fee-Based Asset Management

  • Tax Preparation

Our Wealth Management Services utilize:

  • Brokerage Accounts

  • Mutual Funds, Bonds, EFTs

  • Annuities

  • Insurance: Long Term Care, Disability and Life

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Certified Financial PlannerThe CFP® Board is a professional regulatory organization acting in the public interest. The CFP® Board helps the public to identify financial planners who are committed to competent and ethical behavior when providing financial planning services. Individuals certified by CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.