Recent studies show women both save more of their money and invest it more successfully than men. Some people might be surprised by that—I’m not.
There’s a huge opportunity out there for women to maximize their wealth, but if you haven’t made those kinds of financial decisions before, it can be intimidating.
My goal is to eliminate the confidence gap. I know firsthand the unique challenges women face when it comes to preserving and growing their wealth. I’ll help you get comfortable in your new role as an investor, while we work together to chart the best path to your long-term financial security.
Financial Planning Process
During our initial conversation, I’ll take the time to get to know you as a person and understand your unique situation and goals. Do you want to retire early? Are you saving for a beach house? If it’s important to you, it’s important to me.
We’ll consider your entire financial picture. This includes figuring out what a healthy risk tolerance looks like given where you’re at and where you want to go.
We’ll schedule regular quarterly meetings to assess and adjust your investment strategy and make sure you stay on track.
Being a Certified Financial Planner and fee-only advisor means you don’t have to worry about conflicts of interest, I’m legally bound and morally obligated to provide advice and guidance that is always in your best interest.
Very early in my career, I made the conscious decision to work primarily with women. I’ve chosen this path because I recognized early on that women face unique challenges when it comes to preserving and growing their wealth.
I’ll also be very open about how I work with you. Once we’re confident we have a good fit, the real work begins.