About

At The Lady Advisor, we are dedicated to empowering women to create and live their...

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Process

STEP 1 - DISCOVERY During this initial phase, we invest the time to learn about...

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Services

At The Lady Advisor, financial wellness is what we do, and it involves a multidisciplinary...

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Your Partner In Financial Wellness

Are you looking for financial security? The right guidance to identify and select the best products and strategies to protect your family?

Meet Ilkay Sepulveda

Ilkay Sepulveda (pronounced “eel-ky”; rhymes with “sky”) As Ilkay often says, “it’s not about me.” But, in the case of...

Your Partner

The Lady Advisor is here to be your partner and strengthen your financial well-being – to help make sure you...

Our Holistic Approach

Our holistic approach to financial wellness only begins once we understand your personal goals and needs. We then develop an...

About

At The Lady Advisor, we are dedicated to empowering women to create and live their dream retirement. As a woman-owned business, we understand the unique...

THE PROCESS

Our comprehensive program ensures a wholly individualized plan that makes sense for each one of you.

STEP 1 – DISCOVERY

STEP 2 – FORMULATION OF FINANCIAL AND INSURANCE STRATEGY

STEP 3 – IMPLEMENTATION OF YOUR CUSTOMIZED FINANCIAL WELLNESS PLAN

STEP 4 – ONGOING ASSESSMENT OF FINANCIAL NEEDS

RETIREMENT PLANNING

Retirement Planning involves assessing your current financial position and creating a straightforward strategy that will help to ensure your desired retirement lifestyle. Your retirement years may...

SAVINGS

Saving is an act of preserving money for future use. Savings is the segment of your income that is not spent on current expenditures. It is...

INSURANCE

Insurance is about managing your risk. At The Lady Advisor, we provide guidance and education as to how to manage your risks, protect your assets and...

LEGACY PLANNING

Legacy Planning is undertaken to create a financial strategy that honors your wishes for the distribution and management of your estate in advance of your passing....

Check Our Latest Blog

We consider all the drivers of change from the ground up and we'll motivate you to make the change.

May 31, 2023May 31, 2023

Empowering Women in Retirement: Annuities and Their Benefits Explained

In today's fast-paced world, financial security in retirement might seem like a distant dream for many women. As they juggle...

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October 4, 2022October 4, 2022

The Importance of Having an Emergency Fund in Retirement

No one knows what the future holds, and that's especially true in retirement. That's why it's so important to have...

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September 12, 2022September 12, 2022

How Much Does A Couple Need To Retire?

This is a question that many Americans ask as they approach retirement age. There is no single answer to this...

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FOR A FREE CONSULTATION

We look forward to helping you get started on your path to financial wellness.
Contact Ilkay for a free consultation about your financial needs.

Send Email to : ilkay@theladyadvisor.com