President
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.
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
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy.
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take money out of your bank account when used, unlike a credit card, which will pay for the purchase and later add the amount of the transaction to your monthly statement.
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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These are the obstacles we all face in trying to achieve our financial goals.
When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.
