Independent Women
What do you want to have, to do, to be, in your life?
We collaborate with you to plan for the financial future you desire. We never assume we know what’s best for you and we will never talk down to you.
Have you just gone through a big life transition like divorce or losing a partner?
We can help you reset your finances to fit your new situation.
LGBTQ+
Are you looking for a welcoming place to talk about your money?
We always treat each person as an individual and tailor our advice to respect their situation and their values.
Are you worried about what will happen to your family if something happens to you?
Our planning process considers the unique financial challenges faced by LGBTQ+ individuals.
Small Business Owners
Is all your time and attention focused on your business?
We are your personal CFO so your family finances stay on track while you run your business.
Are you ready to make a big change in your business?
We can help you plan for the impacts it could have on your personal life.
STEM Professionals
Do you feel like you don’t know as much about money as you should?
We provide the comprehensive financial planning expertise that you need to feel comfortable you are doing the right things with your money.
Are you considering a big financial decision, like retiring early, or starting a business?
We will help you analyze all the options to find the best path for you.
Who We Serve
We Watch Over
Your Financial
Big Picture
Personalized Financial Planning
Helping you become intentional with your money.
Retirement Plan Design
Setting the financial foundation for whatever comes next.
Life Transition Support
Giving you confidence to navigate big financial changes.
Investment Management
Taking care of your money while you live your life.
Meet Ann
From Astrophysicist to Financial Advisor
Born and raised in New York City, Ann started her professional career planning to be an astrophysicist. After receiving her BA in Physics from Princeton University and her MS in Astrophysics from Caltech, she began a 30-year career in the defense industry designing and building software systems and ultimately managing multi-million dollar programs and business units.
In her most recent career transition, Ann became a licensed Financial Advisor, combining her long-term interest in investing with her extensive experience in planning and risk management to help people improve their financial lives. She particularly enjoys working with women in the STEM fields because she can relate to the challenges of pursuing your passion in a profession where you don’t look like everyone else.
Fiduciary
We put your best interests first in everything we do, no matter what.
Independent
We are free to recommend the best options for you. No parent company can pressure us to sell you their proprietary products.
Woman Owned
We get the challenges women and other financially underserved communities face in the workplace, in business, and in life. We will listen to you and treat you with respect.
Fee - Only
You are the only one paying us for the services we provide. We receive no commissions on products or other hidden payments. Our fee structure is simple and transparent.
.png)
The standard for financial planning. CFP® Professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
