Our firm strives to provide a fresh alternative to women's traditional financial advisory relationships. One that combines your money and your life. Something besides transactions and complex products. We are fee-only and independent, working exclusively for you - not for the benefit of a brokerage firm, bank, or insurance company.   

When asked what qualifies us to work with women, we jokingly say we do what our industry and what few men ever do – we ask for directions. Through workshops, one-on-one discussions and an individualized process that's priority focused and planning driven, we learn your unique financial story.

In fact, we've gathered many stories. We personally interviewed 100 women executives in metro Atlanta. This twelve-month informational interview process allowed us to gather authentic insight into women's financial realities. This alone sets us apart.

For instance, we've learned that accomplished women take great pride in having achieved success, yet many still lack confidence and clarity in regard to their future financial preparedness.

Additionally, the majority of the women we interviewed reported feeling misunderstood, unheard, and distrusting of financial professionals. We aim to provide a different experience.

The financial services industry says they know what women need. But we know that your needs are best discovered through gaining personal clarity about your priorities and values, understanding your financial temperament, and identifying your obligations and aspirations.

You face many important questions and decisions about your future, but we believe that there are only four that matter:

• Do you have the plan that's right for you?
• Are you working with someone you can trust?
• Do you have confidence your portfolio will get you there?
• How do you stay on track?

We look forward to talking when the time is right for you.