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You are a smart, driven woman, who is hardworking, accomplished, and love to win at everything you do.

But a recent event has made your finances a top priority. Your financial life feels overwhelming, and that is causing undue anxiety and stress.

So what do you really want?

  • You don’t want to be TOLD what to do or mansplained.

  • You want to understand and participate in the process.

  • You want to build confidence to move forward, while feeling more in control and able to embrace your financial future with excitement.

Typical client profiles:

Where do you fall?

Wealth Strategy

  1. Over $3mm in assets.

  2. Complex investing, tax, philanthropic, and estate issues.

  3. Require sophisticated planning and solutions.

Popular

Wealth Grower

  1. Over $600k in assets, hungry and driven.

  2. Devoted to growing net worth.

  3. Want structure and a clear plan for moving forward.

Wealth Planner

  1. Less than $600k in assets.

  2. Motivated to learn.

  3. Committed to working with a financial partner.

 FAQs

  • Most of the clients referred to me are driven women, who are hardworking and accomplished in their field, and love to win at everything they do.

    BUT - a recent event has made their finances a top priority, and managing their financial life alone feels overwhelming and is causing undue stress.

  • My clients do not want to be TOLD what to do. They want to understand and participate in the process. They want help building their confidence and feeling more in control of their future.

  • My clients typically share three concerns:

    1. Have I saved enough to maintain my lifestyle?

    2. Am I maximizing my investment options?

    3. Am I making the best decisions for my family and I?

  • I can help you if you have $5k or if you have $50mm. However, when I manage less than $600k in investments, I also charge a financial planning fee. Please refer to my fee schedule.

  • Yes- as long as we are compatible from a personality standpoint. I typically attract female execs and entrepreneurs, as well as members of the LGBTQ community.

  • Yes! I love helping my clients create portfolios that align with their values. This includes ESG and Impact investing.

  • Please book a complimentary initial consult (phone/zoom). We’ll get to know each other, and I’ll learn what keeps you up at night and discuss the next steps in our relationship.

  • The more I know about you the better. We’ll have multiple conversations (phone/zoom/live) in a short span as we on-board you and start tackling your most pressing issues. After the initial phase, we can speak as often as you’d like - and at least quarterly.

  • If you are a current client, I'm happy to accommodate your needs for meetings. Just ask!

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck