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YOUR PARTNER IN GROWTH

We build financial plans to help you live well

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DREAM BIG

We help professionals who are at the top of their game level up.

By creating thoughtful, clear, and intentional financial plans, we help our clients live the lives they envision.

Together, we help you manage your money, build your wealth, and plan for your future.

Do Wealth Better

We believe in the power of the client experience — the personal connections offered in a boutique firm, the craft in partnership, and the intentionality of service.

We also believe in the power of women. Studies show women achieve better investment outcomes, take a longer term view, and are less prone to take disastrous risk*.

Yet, only 23% of CERTIFIED FINANCIAL PLANNERS™ are women**, leaving fewer opportunities for clients to benefit from the unique perspectives and life experiences women advisors bring to the table.

We designed a new model that does wealth better.

Worth Mention

strategies for sustainable investing

3 Strategies for Sustainable Investing

As climate change disasters such as wildfires, floods, and intensifying storms seem to be increasingly common, many people are looking for a way to encourage companies to enact positive change,
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concentrated stock holding

Is Your Concentrated Stock Holding Worth the Risk?

  Earlier this month, stock of Facebook’s parent company Meta dropped a whopping 26%, its biggest one-day decline ever. Mark Zuckerberg, Meta’s chief executive, saw his personal “paper wealth” decline
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What to Do if Your Identity is Compromised

According to Consumer Affairs, the U.S. experienced a 311% increase in identity theft victims from 2019 to 2020. This is partly due to the number of people working from home.
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