01. About Us

We are an independent, fee-only financial planning firm with a focus on serving the long-term financial needs of professional women and their families.

02. Our Philosophy

Long-term investment success comes from continuously acting on a plan. Investment failure proceeds from continually reacting to current events in the economy and the markets.

03. Our Process

We DESIGN your plan to meet your life goals. We BUILD your plan using compelling research and apply it to practical investing. We PROTECT your plan by working together.

Your Advisor

What Is Most Important To You?

Your LifeMap

Are You Working with Someone You Can Trust?
Do You Have the Plan That’s Right for You?
How Do You Stay on Track?

Blogs

Ed Kerns |
In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be turning to loans in order to finance their education. With the average student loan debt coming in at around $38,000, it's important to have a plan in place to pay off those loans once you enter the workforce. If you've left school with student loan debt, here are...
In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better understanding of what a recession really is. What the Dow Jones Industrial Average? You probably hear that every night on the news and you know that it has something to do with the stock market, but aren't sure of the details. Here are some common terms...

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