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?
How to Avoid Retirement Woes According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact that many of us don’t begin to save for retirement when we should, it appears that nearly half of all current retirees are concerned about outliving their retirement funds. However, there are some things you can do now to help mitigate the very real risk of outliving...
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
In recent years, reverse mortgages have been enthusiastically marketed to homeowners ages 62 and over. Optimally designed for homeowners with at least 50 percent equity in their home, reverse mortgages allow homeowners to tap into that equity, providing them with a regular monthly payment – the complete opposite of a standard mortgage.