Our independent financial planning firm was founded over 30 years ago. Even though we are headquartered in San Diego, we work with clients all over the country. The team works with women in leadership, business owners, non-profit organizations, the LGBTQ+ community and their allies to make important financial decisions. We are able to help you work towards accomplishing your goals, by providing fee-based financial planning and investment management services.

Our High Impact Portfolios are designed with sustainability and advocacy in mind. As a conscious business leader, we can make a positive impact not only through our voice, but also with our assets. 

We look forward to learning more about you to see if we are a good fit.