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 |
Categories
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from.
Ed Kerns |
Categories
A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making it a struggle for even upper middle-class families. When factoring in the cost of tuition along with room and board, books, and living expenses, a college education can quickly become an unaffordable luxury. Unfortunately, this increase in tuition has also led to an increase in student...

Video