Financial planning for women who want to lead with confidence, grow their legacy, and own their future

Comprehensive financial planning, investment management, and legacy strategies—designed to help women navigate life’s transitions, close the wealth gap, and align their capital with their values.

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Financial Planning Looks Different for Women

Women often face unique financial journeys, including longer life expectancies, career pivots, and different risk perspectives. Whether you are a business leader, a professional, or navigating a major life transition, your financial plan should reflect your specific goals and provide the security you deserve.

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Tailored financial guidance for the modern woman.

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We help women:

Bridge the Gap. Maximize your peak earning years to account for longer lifespans and potential career breaks.

Navigate Transitions. Provide a steady hand and clear strategy during divorce, widowhood, or inheritance.

Invest with Purpose. Align your portfolio with your values while maintaining the growth necessary for long-term independence.

Master Complex Cash Flow. Balance the pressures of supporting children and aging parents without sacrificing your own retirement.

Claim Your Seat at the Table. Gain the technical confidence to manage complex estates, tax strategies, and business interests.

 

Get Your Questions Answered

We understand the specific financial nuances women face—and we’re here to provide the answers.

Ask us about:

How to ensure your retirement savings last for a 30+ year horizon

How to optimize your tax strategy when navigating a change in filing status

How to balance funding education for children with your own financial security

How to evaluate an inheritance or settlement to ensure long-term stability

How to transition from "saving mode" to "living mode" without the guilt

How to align your investments with the social or environmental impact you want to make

What People Have to Say

  • Erik and his team made us feel like we mattered—we weren’t just another number on a client list.

  • When a big decision comes up, Erik is someone I can call and talk it through with confidence.

  • Erik listens—really listens—and helps you think through risks in a smart, intentional way.

  • There’s something invaluable about working with someone who deeply understands your world and the challenges you face day to day.

  • I have more confidence and peace of mind about my personal finances since working with Erik and his team.

  • Erik is a trusted advisor who truly understands the unique needs of my business as an agency owner himself.

  • He meets his clients where they are and has an advantage connecting with agency owners because he’s walked in your shoes.

  • Erik and his team simplify investing concepts and communicate them in a way we can all understand.

  • Working with Erik has helped me think long-term about my business, my family, my lifestyle, and overall balance.

  • Erik has helped me build liquidity outside the agency, giving me more freedom and confidence when making big decisions.

Non-compensated client testimonials. Experiences may vary and are not guaranteed to be representative of all clients or future results. No compensation was provided, and no material conflicts of interest are believed to exist.

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Financial Wisdom Built for the Way You Live

We recognize that for women, wealth is a tool for security, influence, and impact. We’ve designed our practice to address the specific hurdles and high-stakes decisions you face at every stage of life.

 

From career peaks to the quiet confidence of a well-planned retirement, we provide the clarity and partnership you need to stay in control.

 

Plan Wisely. Live Confidently.

 

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