PROVIDING PEACE OF MIND FOR WOMEN INVESTORS THROUGH CERTIFIED FINANCIAL PLANNING ALIGNED WITH WHAT'S MOST IMPORTANT TO YOU.
We are upfront about our process and the cost of doing business. We are compensated through a transparent cost structure (no kick backs, no hidden commissions) and provide reviews of existing insurance policies at no cost to clients. We have done our due diligence to ensure pricing is both competitive across the industry and easy to understand.
We strive to provide the highest level of service and do so by facilitating open, candid conversations about what is most important to you. You can meet with us virtually or by phone from wherever is most comfortable. We look at your entire financial picture and help clients clarify, define and prioritize goals, then give actionable advice you can implement now.
Socially conscious investing.
We know that being socially conscious doesn’t just mean excluding certain things from a portfolio. It also means investing where you want to make an impact. We diligently research investments to create plans centered on what you value.