Who We Serve:
Women
Women control more than half of the wealth in our country.
Source: New York Life Investment Management
And that number isn’t going down any time soon.
The control of wealth in the United States has been shifting over the years and it is expected to continue moving into the hands of women - to the tune of $30 trillion by 2030.
Plus, women face unique planning challenges - taking time out of the workforce to care for their family, a longer life expectancy than men, gender pay gaps, higher healthcare costs, and more.
Yet, only around 20 percent of all financial advisors are women.
You deserve an advisor who can relate.
Can you relate?
I’m too busy running my household or business to take time to focus on finances.
I’m tired of my husband’s advisor not addressing my concerns.
Money and investments feel over my head.
I’m worried about what will happen if my spouse dies first.
I don’t know where to start.
We’re a woman-owned business.
Our partner, Lindsey, isn’t just an advisor - she’s a also a business owner. She understands where you are coming from.
We are committed to educating our clients.
We are here to explain and help you understand — finances are complicated, and there’s a ton of jargon thrown around.
Everyone is equal in our eyes, and we are all on the same team — yours
Our number one goal is to do whatever we can to make your financial life easier.
If you’re looking for someone to simplify the complexities of financial planning, let’s talk.
Our ask is that you are serious about financial planning – not necessarily with us,
but with the idea that you’re going to set out to accomplish this, because you can.
Who We Serve