01. About Us
We are an independent, fee-only financial planning firm with a focus on serving the long-term financial planning needs of women executives who are on their own and value the partnership of a trusted advisor.
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?
We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history. But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.
Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well. Even money mistakes that are corrected early enough will have little impact on your wealth going forward. What you do want to avoid are money mistakes that can be hard to recover from.
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.