Financial Planning Services
We bring empowering, high-quality financial planning advice typically reserved for those with millions of dollars to invest. We removed investment minimums, commissions, hidden fees, and BS. Then we added in empathy, education, and celebrating wins along the way to bring you financial planning, but better.
Fiduciary advisor
Fiduciaries act in the best interest of their clients at all times when providing financial advice.
CFP® professional
The standard of financial planning. CERTIFIED FINANCIAL PLANNER® professionals meet rigorous education, training and ethical standards, and commit to serve their clients’ best interests.
Fee-Only planning
Fee-Only planners are compensated directly by their clients, and don't receive commissions/kickbacks from other sources, unlike fee-based and commission-based structures.
Flat-Fee Pricing
As you accumulate more, we celebrate you and keep the fee the same over time. We don't penalize you by charging you more (unlike percentages of your assets, which are common in the industry).
Women-led
No mansplaining here. We get it and we're here to walk along-side you regardless of where you are in your financial planning journey.
Ongoing Partnership
Comprehensive financial planning, including investment management. You'll have an expert to walk alongside you and give you peace of mind as life evolves.
You'll feel more financially confident and empowered having a partner in your corner, so you can spend more time doing what gives you fulfillment in life.
Quick Start
An efficient and motivating one-time plan to give you an expert second opinion and clarity around next steps for your financial journey.
