Harold Philipsen and his wife Tracy Shackelford are passionate about helping women successfully navigate life's transitions - whether launching a new career, preparing for retirement, or anything in between. 

Our mission is to empower women to take a seat at the financial planning table. We urge our female clients to be inquisitive, get involved, make their voices heard. If you don't have a seat at the table, it's time to pull up a chair and join the conversation.

Harold, Tracy and their team create a warm and inviting environment. They replace financial jargon with easy to understand language, break down complex actions into manageable steps, listen closely and educate along the way.

Together they provide a comprehensive, values-based financial planning process that helps clients manage during times of significant change and stress. Their goal is to help women, their families and business create a financial blueprint that works for where they are today and where life may take them tomorrow.

Ask About Our Women's Financial Empowerment Series

Tracy Shackelford is a national speaker, author, educator and advocate for women's financial empowerment and is available to share her expertise on navigating life's major transitions. Connect Now to have Tracy join your upcoming organization, association or company meeting!

  • Launching a New Career
  • Getting Married
  • Starting a Family
  • Caring for Aging Parents
  • Sending Kids to College
  • Ending a Marriage
  • Preparing for Retirement
  • Losing a Loved One
  • Passing Down Financial Values

Our Team in the News

The Helpers - Tracy and husband Harold raise more than $11,000 in donations, make 980 healthy lunches, rally 300+ volunteer hours, enlist the help of dozens of community partners, serve 5 area hospitals over 3 emotional weeks. (Daily Press, Virginia Gazette)

Community Partners Team Up to Feed Hospital Workers - Tracy and husband Harold launch #FeedTheFrontLines to raise donations and make lunches for medical professionals during COVID-19 pandemic. (The Local Scoop Magazine)

The Importance of Women Being a Full Partner at the Financial Planning Table  "We find that couples who openly discuss and explore their financial perspectives, objectives and concerns tend to weather financial stress much better than those who don't," Tracy shares. (CBS 6 Virginia This Morning)

Financial Shocks of Widowhood - Studies show women are 3x more likely than men to lose their spouse. Tracy shares how women can ensure they're prepared financially after the unexpected loss of a loved one. (NBC 12 On Your Side)

6 Tips for Managing Your Credit Card Debt (Health Journal)

5 Tips to Help College Kids Manage Their Budgets This School Year (CBS 6 Virginia This Morning)

Having an Impact for Good - Tracy helps found the Impact 100 Greater Peninsula, a group of 100 women that each donates $1,000 to award a collective transformational gift of $100,000 to a single philanthropic cause. (The Local Scoop Magazine)


 

Harold H Philipsen, CFP®, ChFC®, CLU®, RICP®, AEP®

Wealth Management Advisor

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