Financial Planning for Women

When it comes to financial planning, being a woman is hardly a disadvantage.

Recent studies show women both save more of their money and invest it more successfully than men. Some people might be surprised by that—we're 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.

Our goal is to eliminate the confidence gap. We know firsthand the unique challenges women face when it comes to preserving and growing their wealth. We’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, we’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 us.

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.

Female financial advisor

Being a CERTIFIED FINANCIAL PLANNER™ and fee-only advisor means you don’t have to worry about conflicts of interest, we are legally bound and morally obligated to provide advice and guidance that is always in your best interest.

Very early in Hilary's career, she made the conscious decision to work primarily with women. She chose this path because she recognized early on that women face unique challenges when it comes to preserving and growing their wealth.

We’ll also be very open about how we work with you. Once we’re confident we have a good fit, the real work begins.

We make it our business to provide services that go above and beyond the traditional financial advisory relationship. Some of our clients want to pore over every financial detail. Others don’t. We're personable, we get to know your family and loved ones, we call to say hello. we strive to delight you.

financial planning for women

Additional Financial Planning Specialities

Are you ready to get to work?