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 $750,000 in investable assets. If you’re a single woman, in a female-led household, or take the lead in the family finances and you’re 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 to take control of your financial future?
Our goal is to be your fiduciary financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by scheduling an introductory call with Cathy.