Working With Us
Although we wish we could help everyone, we intentionally limit the number and types of individuals and households we serve so that we can provide our clients with the personalized attention and exceptional service they deserve. If you’re a single, widowed or divorced woman looking to delegate your ongoing financial planning and wealth management needs to a trusted advisor and have a minimum of $750,000 in investable assets, we encourage you to explore our services and schedule an introductory phone call.
Our Client Onboarding Process
We follow a disciplined client onboarding process to ensure all curious and new clients receive the highest level of service. Below is an overview of the steps you can expect to take as we get to know each other better.
Ready for less stress, less anxiety, and more financial freedom? A simple call could change your future. Let’s get started!