Financial Planning

Financial Planning

A firm that welcomes you to bring your whole self to the planning conversation.

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Sustainable Investing

Sustainable Investing

Aligning your money with your values is personal and our High Impact Portfolios may be a solution for you.

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Celebrating  You

Celebrating  You

Every year we celebrate our clients and the professionals who help us, help them.

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Impact Investing for Sustainable Wealth

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.

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How We Help

Financial Planning

Financial Planning

Throughout your life, goals change and so do your plans. Is your current one keeping up?

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Investment Management

Investment Management

Utilize our team to create an investment plan for your retirement goals.

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Fee Transparency

Fee Transparency

Our services can accommodate hourly-billing for a single topic to fee-based all-inclusive services.

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Meet Our Team

We are proud members of these organizations:

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Initial Meeting

Initial Meeting

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Financial Planning

Financial Planning

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Sustainable Investing

Sustainable Investing

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Our Events

Our Events

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Schedule a Chat

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