Financial Planning/Advising/Investment Management
We are a planning centric financial advisory firm with combined experience greater than 40 years. We serve clients in senior leadership executive roles in both corporate America, as well as in small business. We charge fees to build financial plans by coordinating all financial decisions together and then help clients execute the financial plan and monitor ongoing progress.
Diversity Classification : Women-Owned Business Enterprise (WOSB)
Diversity Classification - Other : small business (SBE)