READY FOR
PERSONALIZED GUIDANCE?
The wisdom you've been building here — applied to your specific life.
Wise Women Managing Money was built to help women develop financial confidence through education, community, and faith. But there comes a point where general resources give way to something more personal: a conversation with someone who knows your full picture.
THAT’S WHAT VALERIE DOES PROFESSIONALLY.
WHO THIS IS FOR
Valerie works with families who are navigating meaningful wealth — and who want a trusted advisor who brings both legal precision and genuine care to the relationship.
Her clients tend to be women and families who:
01
Are thinking seriously about long-term wealth planning, legacy, or what happens to what they've built
02
Are navigating a significant life transition: the sale of a business, the loss of a spouse, an inheritance, or a major family financial decision
03
Want multi-generational planning; not just a portfolio, but a strategy for what the wealth is for
04
Value a faith-informed perspective and are looking for an advisor who shares their approach to stewardship and generosity
If you've found yourself wondering whether the decisions you're making today are setting your family up well for the next chapter, this conversation is worth having.
HER APPROACH
Valerie doesn't believe in "just sign here." She believes her clients deserve to understand every decision, ask every question, and feel genuinely confident — not just compliant — in their wealth and financial strategy.
She brings a legal background to situations where precision matters: estate planning, business succession, trust structures, exit planning. She brings the warmth of someone who has spent decades helping women find their footing financially. And she brings the long view — because the families she works with are not just managing money. They're building something.
Valerie Hogan, J.D., CFP®, CEPA Wealth Advisor,
Family Office Practice Clearwater Capital Partners
J.D. — Juris Doctor CFP®
Certified Financial Planner CEPA — Certified Exit Planning Advisor
START THE CONVERSATION
If you're curious whether Valerie's work is a fit for where you are, reach out. There's no pressure in having the first conversation — just clarity.
Clearwater Capital Partners is a registered investment advisory firm. Advisory services are offered to clients of the firm.