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 |
We have become used to planning around low interest rates, both this year and during the last decade. And we might not see rates increase for the foreseeable future after Federal Reserve Chairman Jerome Powell announced a significant policy change in August. Let’s take a look at what the Fed’s shift to an “average inflation” target means for future inflation expectations, fixed income markets, and your portfolio. This policy change, the product of a year-long...
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...

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