Core Competencies
1) Efficient Diagnostic Information Gathering & Analytical, Forward Thinking: Anticipating implications and consequences of situations and taking appropriate action to be prepared for possible contingencies.
2) Adapting to Change: Proposing new approaches, methods, or technologies to develop better, faster, or less expensive ways to do things.
3) Attention to Communication: Keeping clients consistently informed and routinely obtaining client feedback to continually improve the client experience.
4) Building Collaborative Relationships: Fostering partnerships with key stakeholders in the community.
5) Developing and Empowering Others
2) Adapting to Change: Proposing new approaches, methods, or technologies to develop better, faster, or less expensive ways to do things.
3) Attention to Communication: Keeping clients consistently informed and routinely obtaining client feedback to continually improve the client experience.
4) Building Collaborative Relationships: Fostering partnerships with key stakeholders in the community.
5) Developing and Empowering Others
Value Proposition
We create tailored plans that consist of thoughtfully selected investments for our clients while taking into account financial concerns unique to women such as gender pay disparities, possible career breaks, and lifespan longevity. We strive to provide the highest level of personalized service and do so by facilitating open, candid conversations about what is most important to you.
Differentiators
We are a 100% woman-owned, gender inclusive investment advisory firm. Our goal is to help close gender money gaps, not to exclude men. We believe in upfront and transparent pricing and assisting investors in making informed decisions. We operate as fiduciaries, which means we ALWAYS put our clients' interests first so that our clients are well-positioned for long term financial success.