Our mission is to have you feel more confident in your financial decisions by providing personalized solutions built on information, education and advice.

Our Approach Is Built On Delivering:

Targeted Financial Education

Women face many unique challenges in saving for the future. Only 52% of women say they feel confident managing their investments, compared to 68% of men*. 

We know women are hungry for financial information, so we listen to understand what you need to strengthen your knowledge. By providing access to self-guided material and explaining terms and products in language that is easy to understand, we will help you gain that confidence. 

*Merrill Lynch Whitepaper: Women & financial wellness:  Beyond the bottom line

Personalized Financial Advice  

By 2030, women could control $30 trillion in assets*. Women have more financial responsibilities and life obligations than ever before. 

Despite the gender pay gap, women save at higher rates than men. However, they are less likely to invest, keeping significant amounts in cash, which can damage their financial picture over the long term. By assessing your overall financial picture, goals, and risk tolerance, we tailor our advice to meet your long-term goals.  

*Bahhai, P., Howard, O., Prakash, L., Zucker, J., (2020, July 9). Our Insights. McKinsey.com. https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management

Customized Planning Solutions 

Whatever your situation, it is important to have a clear picture of your financial situation to help you achieve and optimize your goals. Helping you visualize your path to Financial Independence is not a one-size-fits-all approach. We use a seven-step process that includes a digital planning organizer to create a roadmap to success. 

Everybody has a plan; some are by design, and some are by default. Designed plans pursue pre-determined outcomes while default plans usually suffer unintended consequences.

What kind of plan do you have?

Click on the photo to explore how our team can help you confidently navigate your financial options.