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Directly addressing the needs of women investors.

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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



BasicPremium
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.

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Invested AssetsPercentage
Up to $500,0001.0%
$501,000 - $1,000,0000.9%
$1,000,001 - $2,000,0000.7%
$2,000,001 and above0.5%


  • 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.

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