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.
What Is Most Important To You?
Are You Working with Someone You Can Trust?
Do You Have the Plan That’s Right for You?
How Do You Stay on Track?
In recent years, U.S. stocks have outperformed international stocks and growth stocks have outperformed value stocks. This has led many to question the benefits of diversification and ask what they should do when an investment strategy performs poorly. We should begin with a look at the appropriate lens through which to view investment strategy performance. Then we will address several issues that work to fog our lens and challenge our ability to stay the course...
“I don’t know...something just doesn’t feel right,” you mumble through your mask to your primary care doctor while sitting on the examination table under a flickering fluorescent light in a room decorated with anatomical charts and hand-sanitizer dispensers. After listening to your heart and your lungs, the doctor diagnoses your feelings of worry as a mild condition that is easily treatable but could become serious if a proper treatment regimen isn’t followed. The doctor gives...
Going through a divorce is never pleasant and doing so during a pandemic only adds to this challenging time. But, even as COVID-19 continues to impact people and economies around the globe, the market environment arising from this crisis does offer some opportunities to explore for those facing the financial burden of divorce. With interest rates being so low, an intra-family loan (or unrelated person for that matter) may be a good option to consider...