Fee-Only Financial Advice for Women Business Owners

You love to design, build, and manage projects. You’re a women who puts all her time and talent into running her business and serving others. Your future and your family’s future is important but you do not have time to keep a sharp eye on your personal finances. We specialize in designing your personal cash flow plan showing you where to save, how to manage your taxes, and build you a custom investment portfolio that reflects your values and goals. A savvy small business owner knows that delegation to the right party saves time and is fiscally rewarding. Are you ready to explore hiring a financial advisor? I am fee based and a fiduciary. I can help you save on taxes, implement a value-based investment strategy and plan your transition to your next great thing!