First Steps to Confident Transitions
Helping you align your dreams with your investments to support your life’s transitions with tax-focused, personalized financial planning.
Align your goals and your finances to live a holistic wealthy life.
We specialize in services for women in transition, like you. Listening, empathizing and inspiring, we increase your financial confidence and capacity for continued financial well being and success. With comprehensive financial planning, tax-focused investment management and individualized investment strategies, you’ll find the financial insights and resources to approach your life, your retirement and your future with assurance.
Find More Confidence in Your Own Capacity.
Money Purchasing and Profit Sharing
Support and Engagement in Transition – in Four Steps
What and How We Charge
Our engagements start with a personal financial plan. We offer financial plans for a fixed fee of $1,500.
Our asset management services are priced at a percentage of Assets Under Management (AUM), typically one percent. Tax planning and tax return preparation are also offered and will vary based upon your specific needs and tax complexity.
Investment Minimum: $250,000
Living More Confidently
From Accumulation to Action
You’ve prepared and planned, accumulating what you hope are the resources to carry you through retirement. We hope your retirement is healthy, and happy but we’re sensible. We know that life happens. We provide confidence for your financial life and lasting well being, with financial strategies that save you from the worries of what tomorrow will bring.
Maximum Benefits, Minimized Burdens
As a CPA and an Investment Advisor, we ensure your plan is tax-focused and aligned for maximum benefit and minimum burden. We maintain expertise on both sides of the investment equation, managing your portfolio with sound investments and saving expenses associated with tax obligations.