Amanda Delmonico

I specialize in helping women who are approaching retirement or already retired gain clarity and confidence about what comes next.

Retirement is more than a financial event. It’s a major life transition that impacts income, taxes, healthcare decisions, family dynamics, and how you’ll spend your time. My planning process combines structured financial strategy with meaningful conversations about your values and priorities so your money supports the life you want to live. I work especially closely with widows, single women, and women navigating significant financial change. Together, we focus on retirement income planning, tax strategy, investment alignment, and long term planning so you feel informed and in control of your financial decisions. Clients appreciate my steady guidance, clear communication, and organized approach during seasons that can feel uncertain or overwhelming. Based in Rochester, NY, I work with clients locally and virtually.