Financial Planning for Women Approaching and Navigating Retirement
Money Confidence for Women
Serving women and their families in the Charlotte, Fort Mill, Tega Cay and surrounding areas.
I’m Judi Lohr Mohr, CFP®. For decades, I’ve sat across the table from women who've worked hard, saved, cared for everyone around them—and still quietly wondered, “Am I going to be okay?”
As a CERTIFIED FINANCIAL PLANNER® professional, I help women in Tega Cay, Fort Mill, Indian Land, Rock Hill, Clover, York and the greater Charlotte area to organize their finances, evaluate their investment and insurance programs, and create a retirement income plan with clarity and confidence.
Approaching Retirement | Recently Widowed | Financially Overwhelmed | Investment Portfolio Review | Retirement Income | Insurance & Long Term Care | Social Security | Tax Planning