Financial planning designed with women in mind.
“Build, grow, and protect your legacy”
Undoubtedly, life brings with it an array of challenges and triumphs. You live with purpose, so why should your financial life be treated any differently? As a fee-only fiduciary, we are your collaborative partner in building your legacy.
Discover Your Financial Freedom
We work with women like you who are motivated to design the life and legacy you deserve. We simplify the complex, take the stress out of money matters, and provide clarity so that you can feel confident and focus on what matters most.
In our Comprehensive Financial Planning services, we review and analyze your current financial situation, and provide recommendations and an action plan designed to help you achieve your goals.
Through our Investment Management services, we provide ongoing management of your investments to ensure your portfolio aligns with your vision and values.
We are wholly committed to helping clients create their most prosperous, joy-filled future. Our goal is to inspire confidence and empowerment within you so you can shine your brightest.
“Live your best life”
AS FEATURED IN
“Women are still falling behind in retirement savings; how to catch up, especially if you're over 50”
“8 Benefits of Unretiring”
“529 Plans Just Became More Flexible: Here's Everything You Need To Know”
“4 Things You Must Do When Your Savings Reaches $1M”
“4 Women Empowering Women in Financial Planning”
Claim Your Financial Future and Make It Yours
Contact us today to take the first step toward financial freedom. We look forward to getting to know you and your goals.
Proudly Associated With:
Fewer than 1% of Financial Advisors have both the CFA and CFP® designations.
The Gold Standard of the Financial Profession
Only 1.7%
of financial advisors are CFA Charterholders.
The CFA designation is the professional standard for 31,000 investment firms globally.
Fewer than one in five candidates become a CFA charterholder.
Earning the CFA takes an average of 1,000+ hours of rigorous study, three levels of examinations, and four years of professional experience.
Only 27%
of financial advisors are CFP® Professionals.
The CERTIFIED FINANCIAL PLANNER™ is the professional standard of excellence in financial planning.
CFP® professionals take a holistic, personalized approach to all the facets of your financial life and commit to a fiduciary standard to put the client’s best interest first.
CFP® professionals are trained in 72 areas of financial expertise, accrue thousands of hours of experience to become certified, and maintain annual continuing education requirements.