We offer comprehensive, fee-only financial planning that understands the unique needs of women. Our advice is always in your best interest and has no asset minimums.
• Since our consultations are from one woman to another, we can intimately identify with women in all situations and stages of life be it single, married, divorced, retired or widowed. We believe that sound financial planning not only defines and quantifies your goals, but also provides investment education, objective recommendations and ongoing support as life and circumstances change.
• We are a fee-only, registered investment advisory firm that follows a Fiduciary Standard. Unlike the Suitability Standard followed by brokers, the Fiduciary Standard requires an adviser to always put the clients’ interest first. The Suitability Standard requires that a broker make recommendations that are suitable based on a client’s investment situation, but it does not require the advice to be in the client’s best interest. So what does this mean? A broker could sell you a product that pays them a hefty fee, even if a comparable, less expensive alternative is available. The Fiduciary Standard is clearly ideal for persons seeking unbiased advice.
• Most firms will only provide planning services that meet an Assets Under Management (AUM) minimum. As a fee-only financial planning firm, clients can receive our advice regardless of the amount of money saved because we believe everybody deserves and needs a financial plan.