Working With Us
We are a great fit for women who are looking for a trusted and ongoing advisory relationship. Our comprehensive services and corresponding fees will be most valuable to you if you have at least $650,000 in investable assets. If you’re single, in a female-headed household, or a woman who takes the lead in the family finances and you are looking to delegate your ongoing financial planning and wealth management needs to a trusted advisor, 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!