Our Services Include:

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 an annual 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.