208 North Central Avenue
You're making good money or ready to retire, but you don't want to live on beans and rice. You also want your financial FUTURE to be awesome and as stress-free as possible.
You are in the right place! We aren't your grandpa's financial advisor.
Welcome to a new way to Build & Preserve wealth!
Financial planning is time consuming and complicated.
You want to make sure your financial future is secure, but you don't have the time or expertise to manage it yourself.
Get more time back in your day to do things you love (therefore avoiding FOMO) by letting us help you with financial planning and investment management (or just do it for you).
Retiring or changing jobs?
Getting married or having children?
We've helped hundreds of clients with these changes.
If You're Ready for Help, Click Below To Get Started!
Are you looking for a financial advisor?
I founded my firm to create a boutique wealth management experience that provides personalized, holistic advice to clients...even if you're starting from scratch or starting late. You deserve more than just an investment portfolio-you need someone who can provide guidance on your entire life plan.
Why women? That's easy. Raised by strong women. Married to a strong woman. Raising one of our own (and a son) 😉. The financial industry hasn't treated women fairly and that trickles down to the family level. I'm here to help change that. 💯
The people that choose to work with us care more about their path toward their goals than just their portfolio. They also care more about their Return on Life than their Return on Investments. And they care more about trust than trading stocks and therefore our values align.
Want to see if we're a fit? 🤝
You can schedule your free consultation online, call the office, or send us an email to: firstname.lastname@example.org
You handle a LOT...I can help organize your finances and document a plan.
Budgeting, retirement planning, tax planning, debt reduction... lets do this!
Markets are unpredictable and technology can lead to rapid changes and turbulence.
Whether you're a DIY investor or you prefer to delegate that part of your finances, we're equipped to partner with you.
Returns are great, but health is wealth. We help you keep focus on the bigger picture.
Through education, collaboration, and pleasant persistence, we'll help make sure you are pursuing your most important goals.
Change jobs or retire? Recently divorced or experience a sudden loss?
We've helped guide hundreds of families though numerous challenges like these and we're equipped to serve.
It's ok if you don't feel like you "have wealth," yet.
For some people, wealth management means BUILDING the wealth you'll need to fund your goals someday.
The common thread within our tribe of clients is they prefer to simplify their financial lives.
We strive to keep things flexible, here are some options:
FInancial Planning can cover anything and everything from debt reduction strategies, investing strategies, developing/monitoring financial goals, estate strategies & planning, insurance evaluation AND MUCH MORE!
Initial Plan Set Up Fee: $1,200 (paid in the first year only)
Ongoing costs vary by complexity, but here are some averages:
*Discount available if annual cost is paid in full
*You will receive an exact quote after our initial call
*Investment Management discount available with financial planning engagement
$0-$500,000 = 1.25%
$500,001-$1,000,000 = 1%
$1,000,001-$2,000,000 = .85%
$2,000,001-$5,000,000 = .50%
$5,000,001-$15,000,000 = .25%
$15,000,001 and above = Negotiable
Not ready for a long term commitment, but still value professional help?
We've got you covered.
2nd Opinions start at $1,200 and go up from there based on complexity.
4 Hour Ask Anything is just $1,997 and hours can be broken up how you choose (must be used within 12 month time period)
Sometimes we have a wait list to onboard new clients. We know that can be frustrating, but feel free to join our waitlist and you'll be kept informed. You'll also be among the first to know when spaces open up.
Send an email to: email@example.com with the subject line "Wait List," and receive confirmation of your request, good for 6 months.
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.