Women Taking Charge

Women have unique financial needs: they need personalized solutions.

Collaborative Planning

When we partner with women:

We listen first. Our goal is to understand your unique situation and partner with you to develop solutions specific to your needs.
We provide options. We help you make smart financial decisions so you can pursue the career and lifestyle you want.
We design your plan. Together, we create a strategy to ensure you are on track to reach your goals, so you can sleep better at night.

Case Study

Meet Laura

The Client

Laura is an extremely busy orthopedic surgeon who is a partner in her medical practice and the mother of 2 teenage boys.

The Challenge

Laura is a diligent saver who is savvy about spending, but less experienced with investing. She wants to learn more but doesn’t have the time or interest to get into the details and manage her money herself.

The Needs

Laura would prefer to partner with an expert she can trust to manage her investments. She wants a financial partner who will take the time to explain investment and economic concepts when she has questions. She also would like to understand whether she is on track to pay for her boys’ college tuition and downshift her clinical hours in 5-10 years.

The Solution

How We Helped Laura

Having worked with many executives, we showed Laura how a coherent investment strategy and sound financial plan would allow her to make a career shift in her desired timeframe.

Consolidate old retirement plans and accounts
Create a single, coordinated investment strategy
Maximize the value of selling her private practice
Increase her college savings and adjust the investment strategy in her kids’ 529 accounts
Clarify her personal goals and create a savings plan to have the cash when she needs it
Ensure her insurance and estate plan were updated for her current circumstances

We Help Lift the Financial Burden Off Your Shoulders

We understand that focusing on your financial health is challenging when you are pulled in many different directions at work and home.

Experience

We have provided detailed financial planning and investment management for over 10 years to help successful, busy women take the lead in their finances.

Trust

Our RIA manages over $1B of assets. We partner with our clients for the long term.

Female Focus

Many of our clients are women with high-pressure careers or have retired from the same. We help take the financial pressures off their plate through the creation of a customized, detailed financial plan.

Fiduciary

As fiduciaries, we are held to a higher standard and always put our clients' best interest first.

Our Services

Financial Planning
Cash Flow and Budgeting
Estate Plan Design

Investment Management
Risk Management
Sudden Wealth Guidance (Divorce & Inheritance)

Business Exit Planning
Tax Minimization Strategies
Stock Option and Restricted Stock Planning

Our Process

1.

Schedule a Call

Let's chat to see if we might be the right fit for you.

2.

Share Your Goals

Meet to identify your objectives to confirm we'll work well together.

3.

Build a Plan

Partner with your dedicated advisor to design your personalized financial strategy.

Are We the Firm for You?

Finding the Right Advisor
Is Important.

We may be a good fit if:

You want a clear financial plan and investment strategy to reach your goals
Getting and keeping your entire financial house in order is a priority
You value having an ongoing relationship with a trusted partner

Take the First Step

We are committed to helping women become empowered by their money so they can thrive. If you’d like to learn more about how we work with our clients, schedule a complimentary 30-minute introductory call with one of our Advisors.

Schedule a Meeting

Memberships & Associations