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WE HELP SUCCESSFUL WOMEN

MAKE THE NEXT 40 YEARS
BETTER THAN YOUR FIRST

FINANCIAL PLANNING FOR WOMEN WHO UNDERSTAND
​THAT LIFE’S TOO SHORT TO PUT ON HOLD.

​YOU'RE A GO-GETTER

You don’t need another carpe diem pep talk.

You’re already maximizing every second of your day.
The problem is you’re so busy taking care of everyone else, 
you’re too maxed out to think past the next 4 hours, let alone the next 40 years.
So while you’re a success on all accounts, your finances feel scattered.

WE GET IT, TRYING TO DO IT ALL IS DRAINING

It sucks the FUN out of living.

Between management meetings, meal prep, and being everyone’s on call Uber, your plate is full.
We’re here to take financial planning off your To Do list.
Our process is designed to build financial security around your unique challenges,
so you can make the next 40 years better than the first.

Retire Comfortably

Feel Clear and Confident

Have More Fun

WE'RE NOT YOUR TYPICAL
​NUMBER CRUNCHERS

Because not everything can be calculated.

​Life has ups and downs, just like the markets.
We know there will be moments where you’re off track, and that’s okay.
We all get dealt setbacks in life.

That’s why we help you:

Clarify why your numbers matter
Create cash flow for today’s concerns
Proactively manage money and change
Stay on track without unnecessary worry

IT'S TIME TO MAKE YOURSELF A PRIORITY

1

Schedule A Call

We want our clients to feel seen
​and heard, so we listen first.

2

Build Your Plan

We identify overlooked opportunities and build a plan around your goals.

3

Trust Your Next Steps

Life happens. We’re there to make sure your plan always has your back.

WE UNDERSTAND THAT LIFE HAPPENS AND
​THINGS DON'T ALWAYS GO AS PLANNED.

We’re here to help make sure your financial plan ALWAYS has your back.
(Probably why most of our clients stick around for 20+ years)

WE FOCUS ON THE FINANCES SO YOU CAN FORGE AHEAD WITH JOY.

THERE ARE 3 WAYS TO WORK WITH US

Map

Together, we develop a thoughtful financial plan for you to implement on your own.

Guide

We’ll take the plan we’ve mapped out and help you implement it over the next 3 months.

Partner

We join forces to work beside you, providing tailored advice through every stage of life.

THERE'S WAY MORE TO LIFE THAN
​"BEATING THE INDEX"

As a seasoned financial advisor, I know numbers matter.
As former widower, I know life doesn’t give us do-overs.
I’m here to help successful women get their finances dialed in to do more of what they love, because while money’s great, all we take with us when we go is the memories it affords.

I probably should have been a life coach, but I happen to be really, really good with numbers

28 YEARS EXPERIENCE

CERTIFIED FINANCIAL PLANNER™
PROFESSIONAL

PUBLISHED AUTHOR

DON'T LET MONEY BE THE REASON
​YOU LEAD A "GOTTA SAY NO" LIFE.

You’ve got one shot at this adventure on Earth.
You deserve to have some fun while you’re here.