Uniquely Curated Financial Plans for You
We have a saying in our firm, "Start and end with your why."
Our holistic financial planning approach starts with knowing your passions, what motivates you, and WHY all of these are important. Because your plan is a multi-goal design, we want you to tell us all your dreams, both big and small.
What is equally important in your financial plan is understanding what barriers are holding you back. We want to know what your experience was like with money growing up, and how you view money in your life. For women+ of color, there are unique experiences and challenges from our upbringing and culture that have set the stage for our relationship with money. Why does this matter? It's from these experiences that impact how you make your money decisions. We want to help you use those experiences as a reminder to be even more intentional with your money moving forward.
Like pieces of a puzzle, we take a look at your existing income, resources and investments to put together a better picture of how you're currently working towards your goals. We analyze different areas of your money to create and implement strategies to fill in the gaps. Together, we build a roadmap that gives us more clarity on how to reach your financial goals.
We understand that life changes -- whether it be a major life event or a set of new passions or priorities, we keep your goals and your WHY at the core of your plan. The beauty of financial planning is the ability to adjust your strategies to align with what is most important to you no matter which stage in life you're in.
From savings and becoming debt free, to saving for your first home, to planning for retirement and your legacy, we're there with you every step of the way to celebrate your wins and help you learn from and overcome obstacles. Here are some of the areas we may cover:
