The intersection of life and financial planning.

We’re not like everyone else.

But neither are you.

Here’s why.

You are:

looking for wealth management solutions with your whole life-and all its moving parts-in mind.


We are…

Trusted confidantes, dream architects, authentic, thoughtful, straight-shooters. We work with people throughout the nation who see their future as greater than their past.

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We empower…

Women with their wealth. Our innovative Future Focus Quest™ is designed to ask thoughtful questions to build the most realistic and strategic plan.

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We believe…

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.

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Ready to make financial decisions from a place of knowledge and not fear?

Calculate your true risk tolerance by using this innovative scientific framework that happened to win the
Nobel Prize for Economics.

What’s your Risk Number™?

WHC Chat

  • 2017 Summer Reads
    2017 Summer Reads

    Here’s my annual summer reads for 2017. Awhile back I stumbled across this great blog site called “Wait But...

  • What If Your Husband Died?
    What If Your Husband Died?

    Loss of a spouse is the number one stressor according to Holmes and Rahe Stress Scale. Compound that stress...

  • Rise Up: A Reinvention Retreat for Widows
    Rise Up: A Reinvention Retreat for Widows

    An invitation to relax, rejuvenate and reinvent Rise Up: A Reinvention Retreat for Widows Saturday, January 28, 2017 +...


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