Directly addressing the needs of women investors.

How We're Different

We directly address the needs of women investors.

We make it easy for you to save and invest conveniently from your home. We are gender inclusive. Our goal is to help close gender money gaps, not to exclude men. We create tailored plans that consist of thoughtfully selected investments for our clients while taking into account financial concerns unique to women such as gender pay disparities, possible career breaks, and lifespan longevity. We welcome the opportunity to get to know what's most important to you and your loved ones.

We Put Your Interests First. Always.

We are a privately owned and operated registered investment advisory practice. We operate as fiduciaries, which means we always put our clients' interests first. We deeply value our personal relationships with you and your loved ones and know that your happiness is what drives our ongoing business success.

Clarify, define, and prioritize your goals.

About Our Firm

A digital investing platform, fee-based financial consulting, and wealth management firm run by women, focused on directly addressing the needs of women investors.

Straightforward.

We are upfront about our expenses, process and any other information you need to know. We are compensated through a transparent fee structure on our managed accounts and provide reviews of existing insurance policies at no cost to our clients. We want you to feel our pricing is both competitive and easy to understand. We also want you to feel comfortable asking us questions about the cost of doing business anytime.

Personalized approach.

We strive to provide the highest level of personalized service and do so by facilitating open, candid conversations about what is most important to you. We want you to meet with us where you are most comfortable, whether that means meeting in the boardroom, your kitchen table, or by phone. We look at your entire financial picture and help you clarify, define and prioritize your goals then give you actionable advice.

Socially conscious investing.

No cookie cutter portfolios. We know that being socially conscious doesn’t just mean excluding certain things from your portfolio. It also means investing where you want to make an impact. We diligently research investments to create plans centered on what’s most important to you.

See what we have to offer.

Services & Pricing

See what we offer

	Basic	Premium
Minimum Balance	$5,000	$50,000
Annual cost (percent of assets under management)	0.25%	0.50%
Personalized investment portfolios	✓	✓
Technology that automatically monitors your portfolio and re-balances as needed	✓	✓
No trade commissions	✓	✓
Automatic tax loss harvesting	✓	✓
Access to interactive online planning tools	✓	✓
A digital financial plan that provides a customized road map for reaching your goals.		✓
Unlimited one-on-one access to professional financial guidance		✓

* We do not charge a fee for managing emergency fund/cash accounts
* Minimum balances include 401k rollovers and account transfers in
* Annual cost does not include underlying expenses that exist within funds in your portfolio. *$120 minimum/year.

Open A Digital Investment Account Now: Get Started

Invested Assets	Percentage
Up to $500,000	1.0%
$501,000 - $1,000,000	0.9%
$1,000,001 - $2,000,000	0.7%
$2,000,001 and above	0.5%

Schedule an Appointment

Initial discovery/consultation at no expense.
Portfolio reviews and stress testing at no expense.
Insurance reviews at no expense. We will tell you if you're paying too much for the coverage you have by taking a deep dive into your current policies.
Additional hourly consultations available for specific projects or goals.

Schedule an Appointment

Valuable insights.

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Contact Us

COVID RESOURCES: Louisiana

Clickable links to resource pages we thought would be helpful to our community in this difficult time. If you know of additional resources available that we should share, please contact us directly.


Billboard	A state by state resource guide for music professionals
CASA	Information & resources for children and families (especially those in the child welfare or court systems)
CDC	This link leads to: Interim Guidance for Businesses and Employers
deMAURIAC Magazine	This link leads to our free online magazine where we post articles regularly to help keep you informed when it comes to current events and your finances
Department of Education	School closures/updates and school meal sites/family resources
Department of Labor: Coronavirus Resources	Resources to help workers and employers prepare for the COVID-19 virus
IRS.gov	This link leads to: tax withholding calculator. For help with your withholding, you may use the Tax Withholding Estimator. You can use the tax withholding estimator to estimate your 2020 income tax. You can also find additional information on filing your taxes.
LA Workforce Commission	Unemployment information, career center and job opportunities postings
Glassdoor: Companies Hiring	Companies hiring
National Domestic Violence Hotline	For those who may be co-quarantined with an abuser
NOLA Business Alliance	Relief fund to meet the needs of local gig economy workers
Nola.Gov	Assistance for Orleans Parish residents: Food assistance, legal assistance, unemployment insurance, utilities, mental health support
SBA Economic Injury Disaster Loans	Disaster assistance loans for businesses & non profits
SSA.gov	Information on retirement income via social security, disability and medicare
Talenthouse	COVID-19 creative community resources
USBG Foundation	Bartender Emergency Assistance Program
US Chamber of Commerce	This link leads to: 7 Things to Do When Creating an Emergency Work From Home Policy for COVID-19
Securities & Exchange Commission	Financial tools and calculators and additional resources
WBENC	Resources and opportunities for women-owned businesses in response to COVID-19
WGNO.org	New Orleans and Louisiana resources for anyone out of work because of Coronavirus
Work Nola	Job resources and openings