What We Do
Fee-only fiduciary advice.
Helping you prepare for retirement
Design and implement your retirement plan.
Your next step is as unique as you are. We design and implement a customized retirement plan that tells you when you can retire, how much you can spend in retirement, and whether there are any areas of your finances that need to be updated upon your retirement.
Supporting you during a transition
Partner with a financial expert to plan your next step.
Do you need a guide to accompany you through your transition? Whether you are contemplating divorce, going through the divorce process, or are recently widowed, we are here to support you and to help you envision and engage in your next steps.
Partnering with entrepreneurs
Establish, grow, and sell your business with confidence.
We support female entrepreneurs with the attention, guidance, and insight that we'd want ourselves- after all, we're on this journey too! From legal structures to tax planning, we will be a trusted partner as you walk the business-owner path.
We are a fee-only firm: the only person who pays us is you.
Our compensation is based solely on the advice we provide. We will never sell you a product other than holistic financial planning, nor will we take a commission or a referral fee from any other professional. Our commitment is to serve as a fiduciary, meaning we work on behalf of your interests only. We are committed to providing objective, unbiased advice at all times.
We charge either an asset-based fee or an annual subscription fee, based on the complexity of your situation. This fee is paid quarterly or monthly either out of your assets or your cash flow depending on your preference.