Smart financial planning for midlife professionals.I'm Stephanie. My mission is to help you take charge of your wealth and gain greater financial peace-of-mind today about your future.
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Planning-based Wealth Management for Midlife Professionals.
Who We Help
You're a Busy Professional
You are successful manager, executive, or professional in midlife at the peak of your career.
You're a Delegator
You know that time is your most valuable commodity and you need an experienced financial guide.
Your Financial Life is Complex
You have a six-figure income, higher taxes, and minimum investable assets of $500k.
Let Me Help You Gain Financial Peace-of-Mind
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.