We are a boutique financial life planning firm making the world a better place by empowering busy families and independent women to confidently lead fulfilling lives with financial peace of mind.
Our mission is to provide financial peace of mind by:
- helping clients explore and capture their vision of a fulfilling life
- mapping a course that aligns with their vision
- holding them accountable along the way
- investing their money appropriately in support of their life goals
- adjusting the road map as life unfolds
- are motivated to do what’s necessary to achieve their vision
- view us as a sounding board for all financial decisions
- want an advisor who explains things in plain English
- are interested in sustainable/impact/socially responsible investing
We are committed to making objective financial advice available to people from all socio-economic levels through our active pro bono work in the local community and by educating children about personal finance. We are also committed to minimizing our corporate and personal carbon footprint and being a leader in environmental sustainability as a steward for our clients’ capital.
Read more about our sustainability efforts here.