Did you know that only 45 percent of American women feel confident managing their money?
Clarity, confidence, peace of mind
Welcome to Mosaic Wealth Strategies; we’re so glad you’re here! We are Leila Dudley, and Leila Schaefer, a mother and daughter team who created our firm to help women find peace of mind and relief from financial worry. As an independent financial planning and investment management firm, we help women, especially those in times of transition, take control of their financial lives in a way that feels intuitive to who they are. Because our story is your story, we believe true wealth is in living a more meaningful, less stressful life.
We provide a welcoming female-focused environment where you will feel comfortable talking about what matters most to you.
We are persistent in our attention to detail, enabling us to find opportunities uniquely suited to the complex needs of women.
We have experience in both finance and counseling. This brings a unique and thoughtful touch to everything we do.
We take pride in building long-lasting relationships with our clients, and ultimately consider them friends. We feel honored to have their trust and confidence and enjoy helping them change their lives.We invite you to get to know us a little better, then get in touch and let’s talk about how we can help you move from feeling overwhelmed and confused to empowered and excited about your financial future.
Newly divorced in her early fifties, Shannon’s ex-husband always handled her finances and she felt intimidated and overwhelmed at the prospect of managing it all herself.
Angela was a successful executive with a Fortune 500 company, but when it came to personal finances, she felt overwhelmed and lacked the energy to make decisions.
A recent widow in her early sixties, Jennifer had virtually no experience with investments and owning assets, and she had no idea how to take control.