WOMEN & WEALTH
Your Journey Starts Here.
A Financial Planning & Investment Management Partnership
designed To create peace of mind &
the freedom to focus on living your best life.
Empowering You to Thrive Financially,
Live Boldly & Shine Brightly.
We Understand Your Unique Circumstances.
Women often take career breaks for caregiving, have lower lifetime earnings, and live longer, all of which can affect long-term financial stability.
We get it. You’re not thinking about just getting by in retirement - you want to thrive. You want more freedom. and peace of mind and want to truly enjoy life both now and in the future.
We build a customized financial plan and investment portfolio that’s based on your unique situation, goals and aspirations.
Whether you're preparing for retirement, looking to trailblaze off the beaten path, managing a career change, or balancing caregiving responsibilities -
We create a plan that aligns with your dreams and adapts to your unique journey.
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.”
Financial jargon can be intimidating and whether you’re crushing it in your career or are a trailblazer running your own business - we get it.
We promise to talk about money in an easy-to-understand and 100% judgement-free zone.
It’s possible - we make talking about money fun! We talk about what you want in your life and then we create a plan to use money to help you reach your goals - both now and in the future - so you can go get that dream life, that you deserve.
You’re a pro at what you do, now let this pro, help you.
our services
Financial Planning & Investment Management
Personalized for Your Financial Future
Financial
Planning
FINANCES IMPACT EVERY ASPECT OF YOUR LIFE & YOU NEED A CUSTOMIZED PLAN.
✷ You’re wondering if you’re on track for retirement, thinking about a career change, curious about a sabbatical or want to know how to better save for retirement.
✷ From tax planning and retirement strategies to cash flow management and debt reduction - we uncover opportunities and create a plan to strengthen your financial outlook.
✷ We can create a one-time plan to set you on the right track or partner with you long-term as your dedicated financial strategist.
✷ With a thoughtful and strategic plan in place - you can build and protect your wealth, ease financial stress and gain greater confidence in achieving your long-term goals.
Investment
Management
YOU NEED CLARITY & A PERSONALIZED STRATEGY FOR YOUR INVESTMENTS
✷ Maybe you’ve changed jobs several times and have multiple investment accounts that need to be streamlined into a cohesive strategy based on where you life goals are, now.
✷ You might have a lot of questions - like, what’s the difference between an ETF and a mutual fund? Or, what investment fees am I paying and where are they?
✷ We’ve got you. From Roth IRAs to Taxable Brokerage Accounts - we love discussing investment strategies and answering any of your questions!
✷ We create, manage and monitor custom investment portfolios with a long-term strategy that is designed just for you, with transparency and integrity at the core of the process.
Business Owner
Support
YOU CRUSHED IT AS AN EMPLOYEE & KNEW YOU COULD DO IT EVEN BETTER.
✷ Congrats on your biz! As a business owner - you face a unique set of financial challenges and opportunities - from taxes to cash flow planning and everything in between.
✷ We’ll work with you to create a comprehensive financial plan that integrates both your personal and business finances, so your strategy is aligned and sets you up for success.
✷ Ongoing planning will increase confidence in your business growth and decisions and give you more time to do what you do best.
✷ We handle the financial strategy so you can focus on building the business and life you love.
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.
