7676 Hazard Center Drive
A firm that welcomes you to bring your whole self to the planning conversation.
Aligning your money with your values is personal and our High Impact Portfolios may be a solution for you.
Every year we celebrate our clients and the professionals who help us, help them.
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.
Throughout your life, goals change and so do your plans. Is your current one keeping up?
Utilize our team to create an investment plan for your retirement goals.
Our services can accommodate hourly-billing for a single topic to fee-based all-inclusive services.
President and CERTIFIED FINANCIAL PLANNER™
Managing Partner, Chartered SRI Counselor