Serving the Unique Needs of Affluent Women and Successful Small Business Owners
The Art of Conquering Fear
Fear and lack of confidence are two of the biggest factors that hold women back in financial decision-making compared to men. The answer to overcoming that is deceptively simple: gain more confidence by focusing on what you can control. Women who lean into career advancement, thoughtful spending and prioritized savings will have better outcomes as they invest for the long term.
Because of major life events such as the death of a spouse, divorce or the need to assist elderly parents, there’s a 95 percent chance that women will be the primary financial decision-maker at some point in their lives.
What Makes Us Better
As a woman who is leaving her old life behind because a major change has occurred, it’s crucial to approach this next chapter with determination, grit and conviction that a brighter future lies ahead.
It’s OK if there are challenges or problems that seem daunting and insurmountable, and you’re afraid that you don’t have enough money or will run out of money in the future.
We work with women as a trusted guide with a proven track record who will help reveal your vision for long-term success, create a solid financial plan and pave the path to get there.
Wall Street Gets it Wrong
We love the movie Moneyball starring Brad Pitt, which showed that baseball’s conventional wisdom about how to value players was dead wrong. Instead of focusing on home runs and batting averages that inflate salaries, the Oakland A’s general manager Billy Beane (played by Pitt) believed in the math-based convictions of Ivy League graduate Peter Brand (played by Jonah Hill) to make their money work harder and build a winning team on a smaller budget. We take a similar approach.
Mutual fund managers earn huge salaries as they swing for the fences and try to pick winning stocks, but they aren’t any more likely to beat market index averages like the S&P 500. And in fact, they don’t. SPIVA (S&P Indices vs Active) statistics show that 75% of managers underperform the S&P 500 — and it’s your money that’s paying for their poor performance.
The Art and Science of How We Advise & Invest
Like the magic behind Moneyball, we partner with each client to understand their personal financial priorities so we can develop a customized blueprint and investment strategy. We provide candid detailed financial guidance to get you on track. Rather than chase the actively managed funds with high administrative fees that rarely beat benchmark averages, it’s better to invest in low-cost ETFs that track the market averages — similar to Billy Beane’s strategy of picking low-cost players that beat the rich teams with expensive players.
How We Do It
Together we stay focused on the things that are most important to you, which creates a more secure financial future for you and your loved ones. Become the hero of your own financial journey and get engaged with your wealth.
Let’s Get Started
Schedule a free consultation today to get started on your custom blueprint plan for financial security.