With complementing skills and areas of experience, our team is able to serve a wide range of individuals and families at all stages of their financial journeys.

While we work with all different types of clients, we specialize in helping women in transition – whether due to divorce, death of a spouse, or retirement – transform their financial futures.

Polwrek Financial offers a broad range of planning services, including financial, investment, retirement, insurance, tax, education, and charitable giving.

We help clients work towards obtaining financial freedom in three key stages:

1) Listening deeply to gain a clear understanding of their current financial situation
2) Developing a well-defined strategy for pursuing their goals
3) Delivering ongoing advice to help them adjust when their needs change

We realize that financial planning can be intimidating and that many are skeptical of financial advisors. It’s easy to get overwhelmed by the complexity of financial decisions.

Our number one priority is building a genuine relationship with each client. We rely on clear communication and an approachable demeanor to collaborate with each family we serve. We prioritize educating a client on the “ why” behind each custom-tailored financial strategy in order to empower and build trust. We offer regular educational seminars and resources to educate our clients on making informed financial decisions.

We work with the client, not around them.

The cost varies depending on the complexity of your financial situation and your desired level of analysis. Linda can quote you a price at the end of the first meeting. See below for estimated quote ranges.

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