Our Services
Areas of Expertise
Transitional Wealth
Transitional wealth
EPeriods of transition can be challenging, but our team enjoys working with clients to showcase the opportunity that can shine through during these times of uncertainty. Whether you’re experiencing a career shift, going through a divorce or starting a new chapter in a new city, we’re here to help you manage your finances in a way that allows you to thrive in your next phase of life. For women facing transition, we host a Professional Women’s Networking event that offers opportunities to connect with professionals and recruiters to help in the career search.
Marriage and Money
Marriage and money
With marriage comes a new need for transparency and communication regarding your finances. Our team is here to assist with everything you need to feel confident, as a couple, about your financial situation. We help create prenuptial financial plans, facilitate conversations around beneficiary designations and work to iron out the complexities that accompany more unique situations, like second marriages.
Families
Families
Haly has her Accredited Domestic Partnership Advisor designation, meaning she is qualified to address the unique planning needs specific to partners not married by law. Both Brianna and Haly are excited to support blended families that have unique financial planning and organizational needs.
Financial Organization
Financial organization
A cornerstone in achieving your financial goals is organizing your finances in a manner that sets achievable milestones. Our team helps clients consolidate your finances, and even creates a “grab and go” binder that includes your financial statements and estate planning documents to be used in the case of an emergency.
Financial Education
Financial education
Our team is passionate about financial literacy. Regardless of age, we believe everyone should have a general understanding on how to organize and use their wealth to achieve their life goals. For those close to retirement, we teach pre-retirement classes that include investment strategies. For clients with children, we try to engage the whole family to help create a combined understanding of long-term goals.
Transitional Wealth
Periods of transition can be challenging, but our team enjoys working with clients to showcase the opportunity that can shine through during these times of uncertainty. Whether you’re experiencing a career shift, going through a divorce or starting a new chapter in a new city, we’re here to help you manage your finances in a way that allows you to thrive in your next phase of life. For women facing transition, we host a Professional Women’s Networking event that offers opportunities to connect with professionals and recruiters to help in the career search.
Marriage and Money
With marriage comes a new need for transparency and communication regarding your finances. Our team is here to assist with everything you need to feel confident, as a couple, about your financial situation. We help create prenuptial financial plans, facilitate conversations around beneficiary designations and work to iron out the complexities that accompany more unique situations, like second marriages.
Families
Haly has her Accredited Domestic Partnership Advisor designation, meaning she is qualified to address the unique planning needs specific to partners not married by law. Both Brianna and Haly are excited to support blended families that have unique financial planning and organizational needs.
Financial Organization
A cornerstone in achieving your financial goals is organizing your finances in a manner that sets achievable milestones. Our team helps clients consolidate your finances, and even creates a “grab and go” binder that includes your financial statements and estate planning documents to be used in the case of an emergency.
Financial Education
Our team is passionate about financial literacy. Regardless of age, we believe everyone should have a general understanding on how to organize and use their wealth to achieve their life goals. For those close to retirement, we teach pre-retirement classes that include investment strategies. For clients with children, we try to engage the whole family to help create a combined understanding of long-term goals.