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
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you may think. Even if you plan on hiring a professional financial planner down the road, creating a rudimentary plan can go a long way towards sharpening your goals, making your meeting with a financial planner much more useful when it does occur. If you’re not sure where...
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.
