Are you a High-Achieving Multicultural Professional or Career Person? Straight or LBGTQ? Single Woman or Dual Career Couple? Are you tired of the same old approach to wealth building with charts, graphs and complicated jargon or one size fit all solutions? Do you want someone to understand you, listen, hear and see you? We celebrate and value diversity, inclusion and uniqueness in every aspect with pride. Because we are very different too.
We also focus on your investments and how you can use them to build wealth, while providing advice and consultation. We help develop a plan to pursue goals by considering the entirety of your financial health for your future through a Financial Plan. And we also serve as your accountability coach. As your coach we are your partner to help ensure you stay on track to pursue your goals and continue to make progress in improving your money management habits All of these all rolled into one. You do not have to go to separate professionals. This makes us very unique. We do not concern ourselves with only your money- but the entirety of you!
We encourage, empower and educate you along the way
We have a unique ongoing client experience process
We put your interest above our own
We emphasize fee based financial planning and wealth management
We do not speak in complicated financial jargon you don’t understand
We stay in touch frequently through our reviews
We treat you like a member of our family by caring and listening
We'll provide feedback that lets you know you've been heard
We can provide ongoing monitoring of all of your investments
We educate you about any changes should the need arise