We’re Here to Nurture Your Financial Well-Being
We like to think of our practice as a destination for women and couples looking to discover their full financial potential. While you may be a successful earner, we understand that learning to preserve your wealth can be an entirely different skill set. With a focus on understanding and education, it is our hope to bring value to your life in helping you prepare for financial independence.
We Pride Ourselves on Being:
If we tell you we’re going to do something, we do it. Our firm is focused on following-through and remaining responsive to your questions and concerns. We’re not a big corporation, which means you’ll never have to listen to elevator music while on hold or get lost in a phone tree. When you call, we’ll pick up.
As a CERTIFIED FINANCIAL PLANNER™, our founder Vickie acts as a fiduciary for her clients. That means she’ll offer solutions and strategies that she believes will be in your best interest. In addition, Vickie and the rest of our team value honesty in our interactions and work to bring unbiased advice to every client.
Financial planning can be emotional, especially for those who may be experiencing the death of a loved one or a drawn-out divorce. We’re by your side whether you’re navigating rough terrain or worrying about retirement. While preparing you for financial independence throughout retirement is what we do, caring about your personal well-being is who we are.