WHY WE EXIST
Our mission is to support the next generation of women as they take confident steps towards financial independence. We support women every step of the way as they develop their capacity for making a positive impact with their wealth — in their families, in their communities, and in the world.
OUR VISION
Responsible investment accelerates positive change on every level, and we envision a legacy of abundance and ease for financially successful women. Our financial choices today will unlock the sustainable, just and fulfilling future we all deserve.
OUR VALUES
We believe that financial well-being is a gift you give yourself and the people you love, and that your financial decisions should reflect who you are, where you’ve come from, and where you are going.
- INTEGRITY: We are Certified Financial Planners™ who go above and beyond to prioritize and protect our client’s money. We build lasting relationships with our clients, rooted in trust, individualized service, and your best interest — always.
- BALANCE: We know that financial wellbeing isn’t limited to your bank accounts, so we take our clients’ entire lives into consideration — acknowledging that health, career, family and relationships, as well as goals such as travel and entrepreneurship, are all essential elements of a life well-lived. You deserve to live your best life.
- EMPOWERMENT: We believe that an educated client is an empowered client and that learning to manage money can be a source of pride. We provide women of all ages and stages with the knowledge and tools they need to master their financial well-being. We also provide financial literacy workshops and classes to help uplift our local community.
- FAIRNESS: We stand for equal rights, equal pay, and equal opportunity, so we align with clients who share those commitments and want to put their wealth to work for the greater good.
