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
If you’re new to investing, some of the information on the Internet can be downright confusing. While investing itself is fairly straightforward, many people find themselves shying away from the entire process because they simply don’t understand the terminology, which can be somewhat overwhelming.
Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other than traditional stocks and bonds to invest in. No matter what your situation, investing in art can prove to be lucrative, if you do your research. While novice art investors can be initially intimidated by their lack of knowledge in the field, educating yourself as to the variety of options available will go far in reducing that intimidation.
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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.
