Our Process
Your Retirement Roadmap Review
“Will I be OK?”
This is the question so many women ask when they walk into our office.
The Retirement Roadmap Review helps you answer this question with clarity. Through just a few simple, thoughtful steps, we uncover your goals, understand your concerns and build a clear strategy that speaks to your situation. Whether it’s planning for career transitions, factoring in caregiving responsibilities or securing your legacy, our process is designed to empower you.
Because it’s not just about answering your questions — it’s about helping you envision and achieve a financial future where you feel secure, supported and in control.
We Focus On
Taking Care of the Caregivers
Traditional financial firms don’t cater to your unique challenges. That’s where we come in.
Many of our industry peers overlook the specific needs of women managing dynamic roles and responsibilities. At Global Wealth Women, we help address unique challenges like divorce, losing a spouse or breaking career barriers.
We tailor financial solutions so you can feel prepared for all of life’s transitions. Whether you're planning for your kids’ futures, caring for parents or forging your own legacy, we can provide guidance every step of the way.
Our difference lies in not just understanding finances, but in understanding you.
About Global Wealth Women
Financial Advocates for Life’s Most Meaningful Moments
Amber Kelly started Global Wealth Women with a personal mission rooted in her own life story. Growing up in Vermont, she witnessed her single mother face unique struggles, igniting Amber’s passion for guiding women toward financial confidence and independence. Her experiences drove her to create a space where women — whether single, married, divorced or widowed — can feel supported and empowered in their financial journeys.
With education, advocacy and personalized strategies, Amber and her team help women build more secure financial futures. Together, we’ll create a plan that reflects your values and keeps you in control.
Let’s Start Your Journey to Financial Freedom Today.
Amber Kelly
Director of Global Wealth Women