208 North Central Avenue
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.
We help you get more time back in your day to do things you love (therefore avoiding FOMO) by helping you with financial planning and investment management.
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 and famillies? To put it simply, I was mostly raised by strong women. I'm also married to a strong woman and we're raising one of our own (and a son) 😉. But the financial industry hasn't treated women fairly and that trickles down to the family level. I'm here to help change that.
Typically it's women (and more evolved men) that 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 simple so we've simplified our options:
Initial Plan Creation 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
*For a One-time ONLY plan, creation fee: $3,000
*2nd Opinion fee varies based on scope of work, starts as low as $1,200
*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
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.
Take our quick Riskalyze quiz to find out.Then we talk about whether your portfolio aligns with how much risk you want and need to take to pursue your goals.