Life Is About the Journey
Every stage of life brings dreams and challenges. In our twenties, it's about education, establishing independence, and finding a career. In our thirties, it's the next career move, relationships, purchasing a home and perhaps starting a family. In our forties and fifties, financial issues begin looming large — college for the kids, caring for aging parents, divorce, and retirement. In our sixties, questions arise about when to retire and how to manage portfolio withdrawals.
Women face additional challenges. Often they have earned less over the course of their
career than men and are more likely to have gaps in work history because of care giving. And the reality is that women tend to live longer than men. Consequently, women need to plan for a longer retirement and take advantage of saving and investing opportunities while they are still working.
The best time for financial planning is now. Ithaka helps people take a comprehensive look at their finances, develops strategies for mitigating their financial risks, and moves them forward on their life's journey.
Explore our services | our Philosophy
Our Firm
The firm's principals, Beth Remick, MBA, CFP® and Carolyn Ozcan, MBA are skilled financial planners with strong academic backgrounds and experience in corporate America.
Beth and Carolyn started their own firm after realizing their shared vision of helping women manage their finances and create wealth. Using their knowledge, experience and a research driven approach to planning and investments, they help clients focus on realities, lessen anxiety, and build confidence in achieving the future of their dreams.
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