A POWERFUL PARTNER
FOR YOUR FINANCIAL FUTURE
Empowering Women to Thrive Financially,
Live Boldly & Shine Brightly.
You grab onto life’s adventures and don’t want to have any regrets. You love living life and paving your own path. You take health and wellness seriously, but you’re busy and don’t feel financially fit. We get it, there’s so much you want to accomplish and only so much time in the day.
YOU HAVE A PARTNER WHO CAN HELP.
It’s Time to Invest - In You.
You tend to take care of everyone else. Well, it’s time to take care of YOU.
Women often take career breaks for caregiving, earn less, and live longer, all affecting long-term financial stability.
We get it - you have unique circumstances and want to make sure you are not just surviving, but thriving, in retirement. You think about money way too often and want to live life with more fun, freedom and peace of mind.
We can help! You can consider us your financial strategist where we partner with you to create a financial plan tailored to your needs and goals both now and later in life - so you can focus less on money and more on living life to the fullest, with much more confidence.
We talk about how money can work for you With Your unique situation & goals.
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.”
The 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.
We listen and talk about what you want - what you really want in your life and then we create a path to help get you on your way to that dream life - that you deserve.
We also talk about aligning your financial decisions with your values. Yep, that’s right, values and finances can go hand-in-hand and talking about money can actually... feel, good!
You’re a pro at what you do, now let this pro, help you.
our services
Financial Planning & Investment Management -
A Powerful Combination for Your Financial Future
Financial
Planning
FINANCES ARE SO MUCH MORE THAN INVESTING AND IMPACT ALL PARTS OF YOUR LIFE.
From tax planning to retirement savings strategies - there can be so many opportunities to improve your financial outlook.
We guide and support you through all of your life and money twists & turns, while also planning for your long-term goals.
Investment
Management
YOU WANT TO FEEL ORGANIZED & STRATEGIC WITH YOUR INVESTMENTS.
You have so many questions - like what’s the difference between an ETF and a mutual fund?
We’ve got you. We love talking about investing and talk through your questions!
We create, manage and monitor custom investment portfolios made just for you. We make sure you know what you’re invested in and why.
Business Owner
Support
YOU CRUSHED IT AS AN EMPLOYEE & KNEW YOU COULD DO IT EVEN BETTER ON YOUR OWN.
Congrats in starting your own biz! From taxes to cash flow planning, there are different challenges and opportunities.
We create a financial plan that also includes your business - so you can maximize your personal time, focus on your business growth and have time for what you do best.
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.
