Our Difference

Service that mirrors your personal style

From the moment you start working with us, we believe you’ll feel welcomed! We aim to have a distinct communication style that shows we care and that complements our strong focus in helping you achieve your financial goals.

We believe what ultimately sets us apart is our unique passion and care for helping people achieve their financial success. People don’t care how much you know until you show how much you care.

Understanding Your Needs

  • We strive to help our clients feel understood and in turn to help them understand all aspects of their financial livelihood. We listen, something a lot of financial advisors fall short on.
  • We feel our clients typically like to discuss their issues, concerns, and fears in more detail. Therefore, we ask questions and listen a lot.
  • We believe our clients value one-on-one communication through in-office meetings, or Zoom, and appreciate the ability to call or email us anytime.
  • Our focus is to reduce the anxiety that investing can cause our clients by listening to their concerns, empathizing with their issues, and by giving our clients all the information they need to know before they make financial decisions.

Specifically for Women

  • Our team understands that whether a woman is coming from a career as a stay-at-home mom or a high-level corporate executive, it’s normal to feel completely overwhelmed and afraid by her divorce, being widowed or another major life change, and the associated financial issues that come with it.
  • We can relate to women going through transition. Lis experienced divorce, financial uncertainty and raising three children all on her own.
  • We can relate to the juggler role that all women have and adapt our communication to the way you personally like to receive info, and we aim to break down complex financial topics and relate it to a person's individual financial life.
  • We make sure to consider a crucial question in all financial matters that holds extreme importance to women: “How will this impact my family?"

Schedule your complimentary consultation today.