How We Can Help
We want to help you feel good about your money and prepare for your financial future with clarity and confidence. Our holistic approach to financial planning and wealth management addresses your entire financial picture, from day-to-day financial management to cash flow, investment management and long-term planning. Together, we’ll go through our new-client onboarding process, which helps us understand your current financial state, identify your objectives, and establish straightforward strategies to get you closer to your goals.
What We Do
Day-To-Day Financial Management
We help you understand and manage your finances today, so you can make financial decisions that support your passions, values, and desired future.
Financial Planning & Goal Setting
Whether you are working towards retirement or have recently acquired wealth, we help you identify and achieve your near- and long-term financial goals.
Responsible Investment Management
We design and oversee an investment strategy that supports your financial plan while considering the impact on society and the environment.
Day-To-Day Financial Management
The first piece of the financial planning puzzle is gaining an understanding of your day-to-day finances and money habits. In other words, it’s important to know where your money is coming from as well as where it’s going. Together, we’ll identify your assets, any income you have coming in, and your expenses and spending habits, so we have a clear picture of your current financial circumstances. From there, we can develop a plan that sets you up for a secure financial future while still allowing you to enjoy life today.
Services Include:
- Cash flow and savings analysis
- Budgeting support
- Employee benefits planning
Financial Planning & Goal Setting
One of the primary benefits of working with a financial advisor is having a trusted ally to help you set financial goals and achieve them. Whether your focus is on ensuring a comfortable retirement or allocating your money in a way that supports your values and ambitions, we’ll help you establish a plan that facilitates your objectives, while building in enough flexibility to adjust course as your goals evolve.
Services Include:
- Risk management and insurance planning
- Real estate transaction support
- Retirement planning
- Tax and estate planning
- Charitable giving strategies
Responsible Investment Management
We recognize that the uncertainty of the markets causes anxiety for many investors. That’s why we work with you to develop an investment strategy that you can stick to, even during those inevitable periods of discomfort. And since we know that in addition to financial gain, many women are interested in making an impact with their investments, we incorporate environmentally and socially responsible investment strategies into our investment management process so your funds do well and good.
Services Include:
- Target rate of return and risk tolerance assessment
- Investment policy statement development
- Asset allocation and investment selection
- Periodic rebalancing and ongoing risk management
- Tax management and distribution planning
We are paid via a percentage of the assets we manage for you, with the highest rate set at 1% annually. Our fee covers all services described above. To learn more, view our annual fee schedule. If you’re ready for less stress, less anxiety, and more financial freedom, a simple call could change your future. Let’s get started!
