We bring together all the pieces of your personal and financial lives to create a realistic and approachable plan for the future.
Whether you run a business, have a family, or just need wealth management guidance for yourself - we provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It's about appreciating who you are and what you want in life. We work with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow.
We will be your accountability partner and coach to keep you on track and adjust as your life and goals evolve. Together we will create a practical financial plan with strategies designed for you at every stage of life. We help you secure financial well-being so you can live the life that’s most meaningful to you.
Our mission is to be your trusted partner by using our experience, resources, and passion while helping you and your family identify and pursue financial success at any stage of life.
With a "Coach and Guide" mindset, we provide our clients with insight and confidence as they prepare for their future.
As our clients make some of their life's most important decisions, they find value in the individually tailored strategies we provide.
Our goal is to bring life to your money. We strive to know you as a whole - you, your family, your values, your history.
We work with a select number of individuals, families, and business owners around the country. For us to work successfully together we must have a mutually rewarding relationship. We have to select our clients, and they have to select us.
We understand how the complexities of wealth can be confusing and overwhelming. That’s why you and your family will never feel that you are walking this path alone. Instead, we collaborate with you so your vision is combined with our experience helping people systematically reach their goals.
Our priority is to help you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We believe that long-term relationships that encourage open and honest communication are the foundation of success.
To successfully execute on a world-class standard of care and develop a mutually rewarding relationship, we must agree to the following behavior-based commitments:
10500 NE 8th St, Suite 1600 Bellevue, WA 98004
The Long Run: Women and Retirement
Preparation is the Key to Retirement
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.