What Do We Offer
As a women-owned financial advisory practice, I provide personalized wealth management and financial planning services designed to empower clients to achieve their unique financial goals with confidence and clarity. My comprehensive approach encompasses retirement planning, investment management, tax-efficient strategies, estate planning guidance, and risk management solutions, all tailored to your individual circumstances and values. I believe in building long-term relationships founded on trust, transparency, and open communication, taking the time to truly understand your financial aspirations and concerns. Whether you're navigating career transitions, planning for major life events, building generational wealth, or preparing for retirement, I offer the expertise and dedicated support you need to make informed financial decisions that align with your vision for the future.
Our services
Financial Planning
As a women-owned financial advisory practice, I provide personalized wealth management and financial planning services designed to empower clients to achieve their unique financial goals with confidence and clarity. My comprehensive approach encompasses retirement planning, investment management, tax-efficient strategies, estate planning guidance, and risk management solutions, all tailored to your individual circumstances and values. I believe in building long-term relationships founded on trust, transparency, and open communication, taking the time to truly understand your financial aspirations and concerns. Whether you're navigating career transitions, planning for major life events, building generational wealth, or preparing for retirement, I offer the expertise and dedicated support you need to make informed financial decisions that align with your vision for the future.
60 mins | $300
Wealth Management
Our comprehensive wealth management services provide a holistic approach to growing, protecting, and transferring your wealth across all aspects of your financial life. We integrate investment management, tax planning, estate planning, risk management, and cash flow optimization into a cohesive strategy that evolves with your changing needs and objectives. Beyond portfolio management, we coordinate with your existing professional team—including tax advisors, estate attorneys, and insurance specialists—to ensure all elements of your financial plan work together seamlessly. Our wealth management process includes regular family financial meetings, multi-generational planning discussions, philanthropic giving strategies, and business succession planning for entrepreneurs and business owners. We also provide guidance on complex financial decisions such as stock option exercises, real estate investments, insurance needs analysis, and legacy planning. With a focus on preserving and enhancing your financial security, our wealth management services are designed to give you peace of mind while positioning your family for long-term financial success and the ability to pursue your most meaningful goals and values.
50 mins | $200
Investments
Our investment management services focus on building and maintaining diversified portfolios designed to grow your wealth while managing risk according to your personal tolerance and timeline. We take a disciplined, research-driven approach to asset allocation, carefully selecting a mix of stocks, bonds, mutual funds, and ETFs that align with your financial objectives and market outlook. Through regular portfolio reviews and rebalancing, we ensure your investments stay on track with your goals while adapting to changing market conditions and life circumstances. Our investment philosophy emphasizes long-term growth potential, cost efficiency, and tax optimization, helping you maximize returns while minimizing unnecessary fees and tax implications. Whether you're investing for retirement, saving for a major purchase, or building wealth for future generations, we provide ongoing monitoring, performance reporting, and strategic adjustments to keep your investment strategy working effectively for you.
45 mins | $200
Financial Planning for Women
Our specialized financial planning services for women address the unique financial challenges and opportunities that women face throughout their lives, from early career building to retirement and beyond. We understand that women often experience different financial journeys, including career breaks for caregiving, longer lifespans requiring extended retirement planning, and historically lower lifetime earnings that necessitate strategic wealth-building approaches. Our comprehensive planning process covers salary negotiation strategies, optimizing benefits during career transitions, maximizing Social Security benefits, and creating robust emergency funds to weather life's uncertainties. We provide specialized guidance on divorce financial planning, widow financial management, and navigating the financial aspects of caregiving for aging parents or family members. Our approach also emphasizes building confidence in financial decision-making, whether you're a high-achieving professional, an entrepreneur, or someone re-entering the workforce. We create personalized strategies that account for women's tendency to live longer, the importance of healthcare planning, and the goal of achieving true financial independence. Through education, advocacy, and tailored planning, we empower women to take control of their financial futures and build the security and freedom they deserve.
60 mins | $300