We help professional moms and near-retirees turn complexity into clarity and stress into strategy—with personalized financial guidance built around your life, your values, and your goals.
Nurturing your family’s future
We help professional moms and near-retirees turn complexity into clarity and stress into strategy—with personalized financial guidance built around your life, your values, and your goals.
Who we serve
Professional Moms
You’re juggling a lot—career, kids, spouse, household, and a never‑ending to‑do list. That’s why our process is designed to help lift some of the financial burden from your shoulders and replace it with clarity and strategy, so you can approach decisions with greater confidence and peace of mind. In just a few focused meetings, we’ll work with you to assess how freed‑up daycare cash may be incorporated into a plan designed to support your goals now and over time.
After becoming a mom herself, Marisa saw firsthand how overwhelming it can be to manage a career, raise a family, and stay on top of finances. After working with countless professional women facing the same challenges, she realized they didn’t just need financial advice, they needed someone who understood their reality. That’s what inspired her to create The Empowered Mom’s Financial Freedom Blueprint.
Near Retirees
We support near‑retirees in building strategic income plans that reflect their values and long‑term goals so they can approach retirement with greater confidence.
You’ve worked hard. Let’s make sure your money works just as hard for you in retirement.
”I help high earning working moms turn the end of daycare expenses into a confident financial strategy—one focused on protecting their families, supporting long term wealth planning, and reducing financial stress.
— Marisa Menzel
Marisa Menzel, RICP®
The friend you call when life feels overwhelming
Marisa Menzel has dedicated over a decade to helping families achieve financial security and navigate retirement planning. She is a graduate of the Wisconsin School of Business at the University of Wisconsin-Madison and is licensed in numerous states. She holds several key industry licenses and certifications, including the Retirement Income Certified Professional® (RCIP®) designation. Her commitment to her clients and meaningful impact on the community earned her recognition from In Business Madison as a member of the Forty Under 40 class of 2015.
How we help
Investments | College Planning | Life Insurance | Disability Insurance | Long Term Care Insurance | Annuities
Clarity & Confidence
Tailored financial plans designed for busy working moms focused on peace of mind and practical support.
Education Planning Without Guilt
Save for your kids’ future without sacrificing your retirement or current lifestyle.
Retirement Income You Can Count On
Innovative, strategic retirement income plans customized to your goals and values.
Lifestyle Design
Enjoy life now while preparing wisely for the future—with a plan that honors both.
