Wealth-Building Solutions for Women, Business Owners, and Their Families

SERVICES

We serve as your dedicated and experienced all-in-one financial partner that specializes in investment management, tax planning, and multi-generational legacy planning.

Live Your Best Life

Whether you’re focused on scaling your business, saving for your retirement, receiving an inheritance, or navigating a divorce, we can help you take the stress out of money talks and optimize your resources so you can achieve your goals.

Financial planning is a holistic approach that simplifies everything money touches in your life—from saving to investing, taxes, retirement, and legacy planning. We use tech-forward tools to analyze your full financial picture, provide personalized recommendations, and create a clear action plan that puts the power in your hands—so you can move forward with confidence and control over your financial future.

Our job is to help you achieve your ideal life and your financial resources are the best tool to achieve your goals. We provide continuous advice and professional ongoing management through your personal investment plan to ensure your portfolio aligns with your vision, values, and goals.

Retirement planning gives you the financial flexibility to choose how and when you want to become work-optional. We create a personalized roadmap to help you turn your savings into sustainable income, reduce taxes, and align your wealth with the life you want to live.

Maximize your wealth by minimizing lifetime taxes. Our proactive tax planning strategies help you keep more of what you earn, reduce surprises, and align your financial decisions with your long-term goals. We guide you through smart tax moves like Roth conversions, charitable giving and gifting strategies, tax-efficient investment management, stock options planning, RMD management, and inheritance or legacy considerations.

It is time to turn your business success into personal wealth. We help business owners with $1M–$5M in annual revenue strategically use retirement plans and tax-advantaged strategies to grow personal assets, reduce tax burdens, plan for a financially successful exit, and support a thriving, financially confident team.

Confidently prepare for education costs with a personalized college funding strategy that balances your family’s goals and your long-term financial plan— so you can support your children’s future without sacrificing your own.

You want simplicity.

You also want to make smart financial decisions.

We are your collaborative partner, providing financial guidance that sets your mind at ease.

Let's Work Together

Meet the Founder

Cassandra Smalley is a CERTIFIED FINANCIAL PLANNER™ and holds the Chartered Financial Analyst designation, the gold standard in the financial profession, a distinction earned by fewer than 1% of advisors. She is on a mission to close the gender wealth gap and empower others to design their best life.

Learn more

Blog

Exit Planning for Your Business

Exit planning is a strategy to leave your business when you want, in the way you want, for the amount you want. With a solid exit plan, you’re more likely to maximize the value of your business and meet both your personal and professional goals down the road. A well-thought-out exit plan can also allow you to reduce or delay the total taxes you owe and keep more money in your wallet.

Smart Strategies to Reduce or Avoid RMDs

RMDs may force you to deplete your tax-advantaged retirement plans faster than you need or want. There are at least 7 ways to reduce or delay your RMDs. This article explores options that show an innovative approach to the one RMD exception letting owners of small businesses legally sidestep RMDs for as long as they want if they’re planning to sell their business.

Maximize Your Exit: The Benefits of an Installment Sale

Exiting your business is a monumental step that requires careful planning and strategic decision-making. One option that can provide significant benefits is an installment sale. This method not only offers financial advantages but also simplifies the transition process. Let’s dive into the basics of what an installment sale is, how it works, and why it might be the ideal choice for your business exit.

Make it

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world.