Helping you be intentional with money so you can focus on what matters most.
How We Help
WE DON'T PUSH PRODUCTS. WE PROVIDE INDEPENDENT ADVICE.
Guiding you to be intentional with money and measuring progress.
Monthly Retirement Income Planning
Protecting against outliving your assets. Learn More
Quieting the noise around investing and improving portfolio efficiencies. Learn More
Bringing clarity and creating a wealth transfer strategy. Learn More
Improving tax efficiency across household assets and portfolio investments. Learn More
Small Business 401K
Helping business owners comply with state-mandated retirement plans. Learn More
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Michelle Gordon, CETF
Founder & CEO
Se Habla Español
I enjoy working with women and families that are:
First or second generation in your family to go to college, start a business, or join the corporate ranks. You did so because you're an overachiever and you pursue bigger dreams.
Desire to live an extraordinary life for yourself and your family.
Succeed at home and professionally and want trusted guidance that your financial affairs are being handled in your best interest. You've worked too hard for it not to.
Have overcome great adversity to amass more money than you thought possible and want trusted professional support.
Want to retire comfortably, while providing for others.
Want to fully enjoy everything you've worked so hard for and protect your assets so the next generation has a leg up.
Value spending time with the ones you care about the most and pursuing the things you love.
Desire to experience a boutique financial experience that values you and your dreams as the beautiful human spirit you are, rather than just one out of thousands of clients elsewhere.
Advice & Fiduciary Care to Support Your Wealth Journey
THROUGHOUT YOUR IMPORTANT LIFE STAGES:
Creating Your Financial Foundation
"Am I Making Good Money Moves?"
You are early in your profession or business while beginning to make big financial decisions with long-term implications such as starting a family, managing debt, receiving job promotions, buying real estate and more.
Juggling Many Financial Demands
"Am I Doing All That I Can So My Money Is Working For Me?"
You are growing your career or business while raising a family and caring for aging parents. You have competing demands on your time and money and simply want to make sure your money is working for you.
Harvesting Your Financial Achievements
"Am I Able To Retire Comfortably and Protect My Family?"
You are near retirement or have retired and want to have a stable retirement income strategy that supports a comfortable lifestyle, protects you from running out of money, and supports your legacy and new big dreams.
Why Choose Us?
You want a trusted fiduciary that provides you with advice, versus pushing you products
You want to feel like you are more than a number with a long-lasting relationship
You live an active life and want to be supported virtually with modern conveniences
Life Waits For No One | Get Started Today
Schedule A free meet & greet virtual Call
Taking care of those who need you most requires you taking care of yourself first.
Discover How Well Your Financial Health Is Today
Get a free Financial Wellness Scorecard