WOMEN & WEALTH
Invest With Confidence.
Plan With Purpose.
Live The Life You Imagine.
A Fee-Only Fiduciary
For women and entrepreneurs who want more out of life.
Designing your dream future with a financial plan and investment strategy built to bring you clarity, confidence, and freedom.
Empowering You to Thrive Financially,
Live Boldly & Shine Brightly 💫
We Understand Women’s Unique Circumstances
Career breaks. Pay gaps. Longer lifespans. These challenges are real - but they don’t have to hold you back.
We get it. You don’t want to just get by in retirement - you want to thrive. You want to have freedom. peace of mind and the confidence to truly enjoy life now and in the future.
Most firms only work with millionaires. We’re different. We offer fee-only fiduciary advice and flexible services to help you build a wealth plan with clarity and confidence.
We build a customized financial plan and investment portfolio that’s based on your unique situation, goals and aspirations.
Invest with confidence and create the freedom to live life - on your terms.
Let’s be real, the finance industry doesn’t usually feel warm and fuzzy.
We hear it ALL the TIME -
“It sounds like a foreign language. It’s all so confusing.”
Money shouldn’t feel intimidating. And with us, it won’t.
We cut through the jargon and give you clear, straightforward guidance in a 100% judgement-free zone.
We start with what you truly want in life and thenbuild a plan to make your money work for you.
Wealth isn’t just about numbers. It’s about creating the life that you deserve.
You’re a pro at what you do, now let this pro, help you.
Financial Planning & Investment Management
INVEST WTH CONFIDENCE.
PLAN WITH PURPOSE.
Financial
Planning
WE CREATE CLARITY AND A CUSTOMIZED PLAN TO MEET YOUR GOALS
OPTIMIZING AND ORGANIZING YOUR OVERALL FINANCIAL PICTURE
SCENARIO TESTING & FORECASTING FOR YOUR SITUATION:
1. INCOME GROWTH - increasing complexity phase
2. RETIREMENT PLANNING - forecasting timing and readiness phase
3. LIFE TRANSITIONS - Whether it’s a sabbatical, inheritance, divorce, career change or becoming a widow - we plan together
INCLUDES:
FINANCIAL PLAN REPORT
PROBABILITY OF SUCCESS
EDUCATION
Investment
Management
CREATE A HOLISTIC STRATEGY BASED ON YOUR RISK PREFERENCES & GOALS
CUSTOM INVESTMENT STRATEGY BASED ON YOUR GOALS & RISK PREFERENCES
DIVERSIFIED AND LOW-COST PORTFOLIOS
DISCIPLINED & RISK AWARE STRATEGIES TO WEATHER MARKET UPS AND DOWNS
SIMPLIFIED STRUCTURE WITH TAX EFFICIENT STRATEGIES
INCLUDES:
ACCOUNTS HELD AT CHARLES SCHWAB
VETTED WORLD CLASS INVESTMENT MANAGERS
PERSONALIZED EDUCATION
ONGOING MARKET UPDATES
FEE TRANSPARENCY
entrepreneur
Support
ALIGN YOUR PERSONAL & BUSINESS WEALTH STRATEGY
ONE PLAN THAT INTEGRATES YOUR PERSONAL AND BUSINESS FINANCES
CASH FLOW CLARITY FOR BUSINESS & PERSONAL NEEDS
INVESTMENT GROWTH STRATEGY INCORPORATED WITH BUSINESS POTENTIAL
MORE TIME FOR YOU TO FOCUS ON YOUR BUSINESS & WHAT YOU DO BEST
INCLUDES:
CASH FLOW FORECASTING
TAX PLANNING
BUSINESS OWNER INVESTMENT STRATEGIES
Hi, I’m Tracy.
I’m a heart-centered, travel, wine & food loving finance expert. I’ve worked in banking, investing and even led finance at wineries in Napa before!
I’m here to help you feel safe talking about money so that you can use money intentionally to live a life that you love.
Finances impact every part of your life - I’m here to guide, support and celebrate with you every step of the way.
No one is perfect with their money.
This is a judgement-free and safe space,
Wherever you are on your financial journey.
