looking for wealth management solutions with your whole life-and all its moving parts-in mind.
Trusted confidantes, dream architects, authentic, thoughtful, straight-shooters. We work with people throughout the nation who see their future as greater than their past.
Women with their wealth. Our innovative Future Focus Quest™ is designed to ask thoughtful questions to build the most realistic and strategic plan.
Money matters. As a Registered Investment Advisory firm (RIA), we’re beholden to no one but you. Our fees are transparent and there are no hidden costs or expenses.
What happens when life throws you a curve ball?
Preparing for the unthinkable before or when it happens just got easier.
If you’re looking for a checklist of what to do before you or your spouse dies to prepare or how to rebuild your personal and financial life after the loss of a spouse, we have you covered.
When Paula Harris first came up with the concept for an intimate retreat for women who were in going...August 16, 2019
Reverse mortgages – also known as Home Equity Conversion Mortgages (HECMs) – have had a bad rap for many...August 9, 2019
Our list of TV shows for some much needed downtime… After a long day in the sun, a long-anticipated...July 30, 2019