Frequently Asked Questions

Thinking about money stuff does not come naturally to everyone, even people who are super smart, high earners or otherwise affluent, and very accomplished at lots of other things! That's why we think it's incredibly important to be approachable, transparent, jargon-free, and to take things step by step. 

We mostly work with women in their 40's, 50's and 60's, who are established high earners and/or have at least $250,000 to invest. We have worked with professionals in industries ranging from media, healthcare, legal, and communications to working artists and actors.  Some have kids, some don't. Some are divorced, some have never married.

In any case, fit is sometimes intangible, and this is an important decision. We want it to feel comfortable and collaborative. That's why we always start with a free call, to see if it feels right.

Our standard fees typically start at $5,000* and increase on a sliding scale related to complexity. 

The partnership program  includes ongoing investment management, and renews yearly. The $5,000 minimum includes the first $500k of assets and then fees are set as follows: 1.00% up to $1m, with amounts over $1m stepping down in increments towards .5%. 

The 12 month financial fitness program gets you set up for success, gives you the tools to implement your action plan and the foundation to DIY your investments. 

*Fees are paid quarterly and may be negotiable.

We  believe in the power of regularly reviewing your overall financial situation and  articulating your money values. Financial Plans are neither a guarantee of future wealth nor a promise of future investment returns. They are a useful way to identify gaps in your financial framework, articulate goals, and establish behavioral resolutions. However, if you do really want to skip that part, we are happy to focus on your investments.