Smart financial planning for women professionals in midlife.I'm Stephanie. My mission is to help you take charge of your wealth and gain financial peace-of-mind.
As Seen In
Planning-based Wealth Management for Women Professionals.
Who We Help
You're a Busy Professional
You are a successful manager, executive, or professional in midlife at the peak of your career.
You're a Delegator
You know that time is your most precious commodity and you value trusted financial guidance.
Your Financial Life is Complex
You have a six-figure income, pay higher taxes, and have investable assets of $500k+.
The Value of Financial Peace-of-Mind? Priceless.
Plan with Purpose
Will your retirement involve reinvention, relaxation, recreation, and re-education? Planning can make your vision a reality.
You’ve worked hard to build your nest egg. Your investment strategy should provide for growth, income, and longevity.
Taxes become more complex as your earnings and assets grow. Proactive tax management can leave more money in your pocket.
Living well in retirement means making informed decisions today about your financial assets and income resources.