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High Achieving Professional and Career Women 

Here to listen, collaborate, uncover values, and hear you.

Client Centered

We are extremely proud to focus our attention on financial planning and wealth management for women. Financial planning is one of the most effective actions a woman can take to pursue future independence and happiness. Financial planning is essential for financial success, no matter what stage of life you're in. Creating a plan and setting financial goals will help you take the steps needed to prepare you for emergencies and save for a comfortable retirement

Whether you are young, mature, married, single, retired, divorced, or widowed, financial planning should be a top priority for you. It is a map to the future you’ve always dreamed about. If you are too busy to deal with it because of the nature of the work you do, we understand. Let us partner with you to get the planning taken care of so that you'll have financial strength and confidence in your future.

We understand women, because we are women. We too know the invisible side of your life that worries about family and home life, striving to be the best at home and work and the struggle to keep the balance.  We want to serve you well. We believe in the important and necessary work Financial Planning does for all women to uncover your unique needs and interest.

Your Future

Our first priority is helping you take care of you. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstones of our foundation for success. 

Financial independence means having the ability to support oneself financially without assistance. Being financially independent is an important goal for people of all backgrounds, but it is particularly important for women, who have historically been marginalized by the job market.

Financial awareness and money management skills can lend women a deeper sense of security that makes it easier to save and invest for the future. An understanding of the challenges, advice and resources available to help can facilitate the process.

We work with doctors, lawyers, professors, managers, executive directors, vice presidents of major corporations, business owners, widows, divorcees, nurse practitioners, financial analysts, high profile executives, federal government career professionals and so many more. Our goal is to walk you through the daunting task of planning for your future and investment management.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or how we can help support you. We'll get back to you quickly with a thoughtful answer.