Directly addressing the needs of women investors.

How We're Different

We directly address the needs of women investors.

We are a 100% woman-owned firm. 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 are gender inclusive. Our goal is to help close gender money gaps, not to exclude men. 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 uphold the highest standard of care and 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

We bring you peace of mind through ongoing financial education and personalized strategies that align with what's most important to you. We want you to feel confident and well-prepared throughout all of the stages in your life.

Straightforward.

We are upfront about our expenses and our process. 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 anytime.

Personalized approach.

We strive to provide the highest level of 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, via a virtual meeting while you sit at 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 you can implement now.

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.

About Our Founder

See what we have to offer.

Services & Pricing

See what we offer

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%

Initial discovery/consultation at no expense.
Portfolio reviews and stress testing at no expense.
Comprehensive financial consultations, on demand fiduciary financial advice and unlimited email support
Personal financial management website & client vault for your important documents
An interactive, digital financial plan that provides a customized road map for reaching your goals, updated daily, in real time
Transparent cost structure
Insurance reviews at no expense: We tell you if you're paying too much for the coverage you have by taking a deep dive into your current policies.

Schedule a Complimentary Review

We believe everyone deserves access to objective, high quality financial advice and peace of mind.

These programs are perfect for you if:

You need trusted advice and are sick of being sold financial and insurance products by advisors seeking commissions
You're open to taking a realistic look at your finances
You're not sure what questions to ask. You sometimes feel a bit stuck and overwhelmed.
You want to see how all of your investments, insurances, retirement plans, etc work together and have an organized, big picture of your finances
You need a trusted advocate to help you prioritize your goals and identify vulnerabilities in your current plan.
You want to make real, positive change

25% discount for medical professionals, emergency responders, educators, hospitality, & artists (of all mediums) that join before Jan 1, 2021. If you belong to one of these professions, please contact us for a special coupon code before enrolling.
*No billing until June 1st, 2020 for all new members, unless you select the up front payment option for our Kick Start! 3 Month Intensive (which results in a $225 savings).

12 Month Financial Intensive

Kick Start! 3 Month Financial Intensive

Contact Us With Questions

	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 on demand 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

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