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Supporting how women build, manage, and protect their wealth.

Ask Her is a financial planning experience designed for women investors. Built around meaningful conversations, personalized action, and real-world complexity.

A Planning Process That
Respects Your Reality.

Women are inheriting, earning, and controlling more wealth than ever, yet many still face planning gaps rooted in outdated assumptions.

  • Asset consolidation across multiple accounts
  • Career transitions and income shifts
  • Financial change after divorce or loss
  • Long-term planning across generations
Mother and her child
Retired couple reviewing finances
Woman shaking hands

Why We Built Ask Her

We saw a need for women to be represented in a way that truly spoke to them. Too often, financial conversations happen around women instead of with them.

Ask Her begins by simply asking what she thinks, what she feels, and what matters most. It is a planning experience designed to reflect real life, adapt to complexity, and support confident decision-making, offered through Kingsview Partners.

01

A listening-first approach

Conversations centered on your priorities, not industry jargon.

02

Thoughtful education for real life

Resources that simplify complex topics like investment and retirement.

03

Confidence for the road ahead

Coordinated plans that grow with you and your family.

What Type of Investor Are You?

Your financial journey is uniquely your own. Ask Her begins by understanding where you are today and thoughtfully shaping what’s ahead. Through our quiz, you’ll discover which profile best reflects you, and together we’ll co-design a personalized path that keeps your goals, values, and priorities at the center.

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Aspiring
Investor

Building confidence, and beginning to take a more active role in financial decisions.

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Advancing
Investor

 Engaged in strategy, and seeking smarter, more informed choices.

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Accomplished
Investor

Navigating complex planning decisions and long-term priorities.

“Women shouldn’t have to wait to inherit a seat at the financial table; they deserve a place at it from the start.”

— Josh Lewis, CEO —

Couple in financial planning meeting

Ready When You Are

Take the first step toward a planning experience built around you.

The experience begins with the Ask Her quiz, which helps us understand your goals and where you are today. From there, we’ll schedule a complimentary conversation with an advisor in your area to thoughtfully explore your path forward.

Guided by Insight, Shaped by Experience.

Advisory Board Members


A collective of accomplished women bringing lived experience, diverse expertise, and a shared sense of purpose to help guide the Ask Her experience with clarity, intention, and care.

Ashli Newcomb

Partner,
Wealth Manager

Alisha Warren

Partner,
Wealth Manager

Amy Greiner

Partner,
Wealth Manager

Misty House

Chief Experience
Officer

Melissa Smith-White

Melissa Smith-White

Managing Director,
Insurance

Victoria Nacke

Sr. Brand & Marketing
Manager

Radene Gordon-Beck

Partner,
Wealth Manager

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© 2026 Kingsview Partners. All rights reserved.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice. Investment advisory services are offered through Kingsview Wealth Management ("KWM"), an SEC Registered Investment Advisor. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services ("KTI") and individually licensed and appointed insurance agents.