Financial planning and Investment Management for Independent Women

Compare Your Options

If you are not sure which approach is right for you, compare the options below.

Planner on Demand

If you are a professional advisor in need of an ad hoc financial planning project from us for your clients, we have an hourly rate option. We will provide a written estimate of the project based on the scope of work required and provide you with full transparency.


  • 30-min Consultation Call

  • Professional Resource Network

  • Ad hoc project analysis

  • Final Project Report Presentation

Your Personal CFO

We will prepare a comprehensive financial plan for you (no investment management). We will provide a written estimate based on the scope of work required and provide you with full transparency.

  • 30-min Consultation Call

  • Comprehensive written financial plan

  • Goal implementation strategy checklist

  • Financial planning organizer (binder or online)

  • Cash needs assessment

  • Tax Reduction Strategies

  • Risk reduction assessment

  • Debt management recommendations

  • Government benefits maximization plan

  • Annual tax planning strategy meeting

  • Goal Attainment Tracking

  • Estate Planning Strategies

  • 1:1 Financial Literacy Education

  • Professional Resource Network

  • Tax efficient cash flow projections

  • Client Education Events

  • Document Backup & Maintenance

  • Financial Event Reminders

  • Retirement income projections for life

Elite Investor

We will prepare a comprehensive financial plan for you AND investment management. We will provide complete transparency of your total costs by outlining them in writing. We will show you what you are currently paying for financial advice vs. what you will be paying when you work with us. We call this our ‘fee audit’ service.

  • Includes Everything in Personal CFO Package**

  • PLUS

  • Best in class money management

  • Risk Tolerance Analysis

  • Time Horizon and Stress Analysis

  • Asset Allocation Recommendations

  • Quarterly Investment Reports

  • Portfolio Asset Allocation Rebalancing

  • Tax Gain/Loss Harvesting

  • Coordination with your other professional advisors, such as accountants, lawyers and insurance professionals

  • Due Diligence Conferences with Money Managers conducted on your behalf

  • Investment Fee Audit

  • Beneficiary Audit