Divorce. Widowhood. Career change. Taking ownership after a partner managed the money. The Winnacle practice for these moments, built around the transition itself.
New balance sheet, new tax picture, new beneficiary designations. We rebuild the plan from scratch, at your pace.
Survivor benefits, estate settlement, the inheritance that lands without a manual. Patient work, made easy to understand.
Career change, taking over from a partner, sudden wealth from a sale. The first plan that's fully yours.
I started in tax. Years in private practice, then financial planning. What I kept seeing, over and over, was women landing in front of an advisor at the hardest moment of their life and being handed a generic playbook. The advice fit a hypothetical household, not hers.
JustHer® is the practice for the moments most planning misses: the divorce attorney just sent the QDRO, the death certificate just cleared probate, the equity package just vested into a life that no longer looks like the one it was sized for. It's planning that starts with listening and understanding.
— Jessica Burch, MBA, CFP® · Founder, JustHer®
CFP® · MBA · Life, Accident & Health licensed across multiple states · Co-founder, Winnacle Wealth™.
An open conversation. We hear the transition, the pressure points, what's already been decided, what's still in flux.
Cash flow, tax exposure, accounts, beneficiaries, debts, insurance, pulled into one map so you can see what you actually have.
We surface decisions in priority order. What needs attention this month, this quarter, this year. You decide where to start.
Reading the agreement before you sign. Flagging the asset-split decisions that look fair on paper but aren't.
Walking through claims, beneficiary updates, account retitling, and the first-year tax picture.
A spending plan that survives the year your income line moved.
Filing-status changes, basis step-up, sudden-income spikes.
A portfolio that fits your new picture, not the picture from before.
Wills, trusts, healthcare directives, beneficiary designations, all aligned to the household you have now.
She didn't try to sell me anything. She just helped me understand what I was looking at.
Compliance-cleared client comment · Not a testimonial
Written for the way women actually experience these decisions. Income strategy, Social Security, healthcare and long-term care, estate planning, and the lifestyle questions most plans skip — so your needs are never left out of the picture.
Download the Guide →About an hour with Jessica. We'll talk through your situation and decide whether JustHer® is the right fit.
Direct: jessica@WinnacleWealth.com
Office: 200 W State Hwy 6, Suite 330 · Waco, TX 76712