Your path to financial freedom is uniquely yours—shaped by your goals and needs. Your relationship with a financial partner should be just as flexible, adapting to meet you where you are and support you at every stage of the journey. Whether you prefer to take the lead, collaborate alongside another advisor, or entrust us with full-service financial management, our commitment remains the same: to help you grow with confidence and clarity for the long term.
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Wellthy Women Financial Coaching
Whether you're just beginning your financial journey or restarting after a major life event, this comprehensive financial coaching program is designed to guide you toward lasting financial stability and wealth building.
We'll start by identifying your personal financial goals and developing a customized, actionable financial plan to help you achieve financial independence. Over the course of our one-year financial coaching commitment, we'll meet quarterly to track progress, reduce debt, build a strategic savings and investment portfolio, and ensure you're on a clear path toward long-term financial security.
This Women's Financial Coaching program places a strong emphasis on financial literacy and money management, building your confidence and competence so you can take control of your finances with clarity and peace of mind.
Investment: Initial $250 onboarding fee with a monthly payment of $200.
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Fee-Only Financial Planning
Comprehensive financial planning designed for women who want to assess their current financial standing and evaluate their retirement readiness while maintaining control over plan implementation. This fee-only financial planning engagement works perfectly whether you prefer to implement independently or collaborate with your existing financial advisor.
Our structured financial planning process includes three focused meetings:
- Goal Discovery Session – We'll begin by clarifying your financial objectives, retirement vision, and wealth-building priorities.
- Personalized Plan Review – You'll receive a customized financial strategy and retirement plan tailored to your specific goals and current financial situation.
- Progress Check-In Meeting – We'll reconnect to discuss your implementation progress and address questions or plan adjustments.
This streamlined fee-only approach provides clarity and actionable financial insights, empowering you to move forward with confidence in your retirement planning and wealth management journey. Whether you choose to work independently or with a trusted financial advisor, you'll have a clear roadmap for your financial future.
Investment: $1,500 to $2,500, depending upon complexity
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Investment Management
You're looking for someone to handle the details so you can focus on living your life. Think of it as financial autopilot - with a trusted professional in the driver's seat. From creating your financial strategy to selecting individual investments, we coordinate every piece of your financial world so it works seamlessly together. You'll get big-picture guidance, day-to-day management, and ongoing adjustments as your life evolves. It's personalized, proactive, and complete. Because your time is valuable and your peace of mind is priceless.
Our investment management and portfolio management process begins with a thorough assessment of your current financial situation and investment goals, which serves as the foundation for determining a personalized risk profile that reflects your needs, retirement objectives, and investment experience. From there, we build a customized investment portfolio designed to help you achieve long-term wealth building and financial growth, using an open-architecture approach that allows us to select the best investments and fund managers based on merit, not on affiliation.
We proudly construct diversified investment portfolios with your best interests at the center, free from obligation to proprietary products or corporate agendas. Our fiduciary investment management approach ensures your wealth management strategy aligns with your personal financial goals and risk tolerance.
Throughout our investment advisory process, we prioritize financial education and transparency. We believe your ability to actively shape your financial future and build lasting wealth depends on our ability to explain complex investment concepts clearly and effectively, empowering you to make confident, informed investment decisions every step of the way. We will help you to incorporate investments beyond merely stocks and bonds.
Investment: Fee schedule available upon request