President
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
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we experience in our adult lives. Most of us anticipate and save for it for decades. But, going from receiving a paycheck for most of your adult life to living off the wealth you have amassed is no doubt an unnerving transition. Have I saved enough to live off of? How will I...
When you think of the Big D what comes to mind is maybe divorce or Dallas, TX. But, the Big D I’m thinking of isn’t bound to a place or a difficult life transition.
It’s no secret that women’s beauty care is big business. A large area of this market seems almost solely focused on treating hair roots.
Video
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.
