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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

Save money with these green initiatives

How To Take Advantage of New Energy-Efficient Tax Rebates and Incentives

As part of President Biden’s recently passed Inflation Reduction Act, homeowners have a great opportunity to make energy-efficient upgrades to their home while saving money in the process.    Some
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Recession Fears

Are We In a Recession? If Not, Is a Recession Coming?

With high inflation, the Federal Reserve raising interest rates, and the economy contracting for two consecutive quarters, the possibility of a recession doesn’t seem far-fetched.  Contrast that with a strong
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Margin for Error

Anika was humbled when respected financial journalist and veteran Wall Street Journal writer Jonathan Clements asked her to contribute a chapter to his new book, My Money Journey. In it, she
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