How We're Different.
How We're Different
Guidance for Women Navigating Change
We assist clients in navigating major life transitions such as the death of a loved one, divorce, career shifts and going from saving for retirement to the need for strategic income planning in retirement. We provide comprehensive financial planning and guidance that incorporates concerns unique to women including possible career breaks to care for loved ones, gender pay disparities, lifespan longevity and increased health care expenses in retirement. Though we specifically focus on the under addressed needs of women investors, we welcome clients of all gender identities.
Certified Financial Planner™ Standard of Excellence
As an independent registered investment advisory firm operating as a fiduciary, we uphold the highest ethical standard of care, always putting clients' interests first. We deeply value our personal relationships and know your happiness is what drives our ongoing business success.