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Financially empowering the LGBTQ+ family

We strive to provide a safe environment for people to explore and pursue their financial goals with the support of understanding financial professionals

About Us
Financial planning with authenticity

Financial planning with authenticity

Because you deserve to have your money working support your authentic self. 

We can help you start your investment journey, reimagine your retirement, or anything in between, with a professional who understands what it means to truly be yourself.

It makes a difference to work with your community

It makes a difference to work with your community

LGBTQ+ people continue to face discrimination in their personal lives, employment, housing, health care, as well as in the public sphere.

That's why our mission is to provide a safe space for our fellow members of the LGBTQ+ community and their allies to grow financially and pursue the goals that most matter to them.

Our Journey Together

STEP

1

Let's figure out what your money should do for you

For some, money means safety; for others, it means leisure; for others, it could mean legacy. Understanding what money means to you will help us build a plan that focuses on your needs.

STEP

2

We’ll build a roadmap to get you there

Analyzing your current financial circumstances to find opportunities and risks and propose strategies to get you to where you want to be financially.

STEP

3

And support you along the way to keep track of your goals

Implementing your goals is a lot easier when you have support and accountability. With routine follow-ups and goal tracking, we can help you worry less, and enjoy more.

Curious to find out if you're on track to meet your financial goals?

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You'll be able to see if you're on track and how simple adjustments may impact your ability to reach your goal.

Let's track your goals

What We Do

We're ready to help you navigate the financial objectives you have in your life. That's why we focus on empowering you no matter where you are in your financial journey. 

From those starting their careers in need of long-term strategies, or those planning to retire and need to ensure the don't outlive their income, we're here to support you along the way. 

Retirement

Your most important financial milestone

Wealth Management

Portfolio construction and risk management

Peak-Career

Wealth-building strategies for professionals

Estate Strategy

Strategies for every phase of life

Schedule A Consultation

If you could benefit from working with a financial professional, let’s talk. We’ll review your portfolio and financial trajectory to see how we can best serve you.

Request an Appointment

Our Commitment To You

You’re in the driver’s seat

You’re in the driver’s seat

When it comes to your financial future, you’re the one who decides what’s best for you. My commitment is to offer you a comprehensive set of options that best match your financial goals and support you in making the best decision that best fits your needs and wants.

What you value is what matters

What you value is what matters

There is no single right way to manage money; it truly boils down to what matters to you the most. That’s why it’s important for me to get to know you and what’s meaningful for you in your life so that we can build a financial picture for you that aligns with who you genuinely want to be.

My loyalty is to you, not a corporation

My loyalty is to you, not a corporation

My fee-based approach ensures that my loyalty remains with you and not to some financial organization like an insurance company or financial institution. I prioritize ensuring you have financial product options based on your situation

Schedule a Consultation

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