From Accomplished to Aligned: What’s Next for Your Wealth?

You’ve already done so much.

You built the business.
Bought the property.
Climbed the ladder.

You’ve proven you’re focused, resourceful, and resilient.
But now you’re wondering:

• Am I doing enough with what I’ve built?
• Am I optimizing it? Protecting it? Growing it in the right direction—on my terms?

That’s not doubt.
That’s wisdom.

And you’re not alone.

Let me tell you about “Rachel.”

(That’s not her real name, but her story is one I see often.)

Rachel came to me after spending years building a successful business and investing on her own. She’d done everything right—contributed to retirement accounts, paid off her mortgage early, even helped her daughter through college. But one day, she realized:

“I’ve worked so hard to create this… but I don’t actually know if it’s working together.”

Her investments were spread across accounts with no clear strategy. She hadn’t reviewed her risk levels in years. And she had no idea how taxes would impact her withdrawals in retirement.

That moment of uncertainty wasn’t a setback—it was a launchpad.

During her Portfolio Power Hour, we:

✅ Found opportunities to consolidate and simplify her accounts
✅ Uncovered areas where she was overpaying in hidden fees
✅ Created a clear tax-smart drawdown plan for future income

She didn’t need to do more. She just needed a plan that made what she’d already built work together with intention.

Here’s what I want you to know:

Many high-achieving women are missing out on tax-efficient growth—not because they’re doing something wrong, but because no one ever showed them how to optimize.

Most portfolios are not aligned with the life someone is actually building—they’re a collection of good intentions, not a coordinated strategy.

Let’s change that.

I created the Portfolio Power Hour for women like you—women who are accomplished, capable, and ready to go from successful to strategic.

In one focused hour, we’ll review what you have, clarify where you want to go, and build a plan that takes you there.

This is about alignment, not overwhelm.
This is about turning your wisdom into results.

Ready to find the power in your portfolio?
Let’s schedule your Portfolio Power Hour: www.calendly.com/ashlinewcomb

You’ve already done the hard part. Let’s make sure it’s all working for you now—and for your future.

With clarity, confidence, and care,
Ashli

anewcomb@kingsview.com