Get ready to empower your finances.

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Our goal is a measurable increase in our clients’ ability to consistently feel comfortable and confident in financial skills, decision-making, and goal setting for future success.

Where are you in your journey?

Ready to get serious about money and investments. I’m young and I want to learn.

Putting my financial house in order and putting a plan in place. I need a coach to guide and educate me. Well on my way financially, but uncertain of how to make investment moves that count. Strategic decision-making and balancing short-term and long-term needs are areas I am dealing with. I need ongoing assistance to solidify my goals, my strategy, and my understanding of investment options and tax considerations.

Recently divorced (or soon to be) and wrestling with a large settlement. I need help organizing the process and learning more about investment choices and decision-making.

Recently widowed (or executor of an estate) and there are so many moving pieces and deadlines. I need help in working with all of the advisors (financial, legal, tax, and real estate), and in making financial and strategic decisions.

 

Our Services

Every client is on a financial journey, and we match our program to their needs. We provide dynamic financial literacy, mindset, and behavioral modification through a mix of courses, one-on-one coaching, and consulting. 

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Why Women Specifically?

As a woman-led company, of course, we have a natural affinity. The broader explanation is that women face an array of roadblocks in earnings, life expectancy, care-giving responsibilities, and social cues. Together, these circumstances mandate that women have a need and a responsibility to do more with their finances.

Why Coaching?

As your coach, our job is to listen, help you assess, and guide you in sharpening your financial skills, all without making judgement or selling products.

 
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Our Practice

Strong communities start with financially literate people. People who not only understand the concepts but have the confidence and skills to put that knowledge into action to achieve their financial goals.

 

“Our greatest asset is the mindset we have about money…because that dictates what we do with the money we have.”

 

Highly Personalized

We understand what drives people in either adopting or rejecting financial strategies. The real question is, will you recognize the opportunity to explore what’s holding you back and commit to empowering yourself and your finances?