I help accomplished women in leadership to enjoy their money today without jeopardizing the future.

Clarify your commitments. Accelerate your results. Simplify your finances. Celebrate your progress. Repeat.

Our unique Prosperity Map™ process

It starts with a baseline formula for success: Advice + Accountability + Attitude = Results

Financial planning is a process that provides you strategic advice as your circumstances unfold. Caregiving evolves, businesses grow, life events happen. Our mapping process is designed to help you align your money with the lifestyle and legacy you desire, now and in the future.

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Helping accomplished women in leadership since 2011

Sara understands your unique money opportunities and challenges as you position yourself for success.

Female-founded

Sara is a leader in helping women gain fair access to capital and brings a female perspective to the financial services her company offers.

CFP® Practitioner

The CERTIFIED FINANCIAL PLANNER™ certification is considered the gold standard for the practice of financial planning. Only 15% of registered representatives eligible to sell securities have achieved this.*

*2020 data from FINRA; 2022 data from CFP BOARD

Financial Planning Case Studies*

Meet Kate & Camila

Kate is 52 and has achieved success in many areas of her life, including her business, but never received financial guidance from family or in school. She knew her finances needed attention, but she was overwhelmed where to start. Kate wanted to know how much to save and what that meant for retirement. She and her wife, Camila, needed to get on the same page and decide what to do with their various accounts, including old 401(k)s, IRAs, and a bank account that had more cash than they needed any time soon. Kate knew she should have more questions, but she didn’t know who to trust…

Meet Meredith

Meredith is 47 and has spent the last two decades building a career at a mid-sized company; she's the person the CEO calls when a decision needs clarity, the one who translates complex data into direction. She's earned her seat at the table, and she knows it.

But when it comes to her personal finances, Meredith has a nagging feeling she's not applying the same rigor she brings to work. She has equity compensation she hasn't fully optimized, a mix of retirement accounts accumulated across several companies, and a compensation package with moving parts…

Kate, Camila, and Meredith are fictional clients that represent people who we do our best work with, and are for illustrative purposes only. Any stories, rates of returns, and planning results do not represent any actual investment, clients, or financial plans and cannot be guaranteed. Any investment involves potential loss of principal.