Giving you the confidence to fuel your dreams
We provide women and their families with the insight and guidance needed to take control of their money, build wealth, and pursue financial independence.
Services
Financial planning touches all aspects of your financial life
Invest for the good
We make your money work hard through socially-responsible investing and tax-savvy management
Own your budget
We turn everyday budgeting into long-term goals: a house, college, early retirement
Manage big transitions
Let us be your financial partners through life changes: retirement, divorce, widowhood
The Firebrand way
Our approach to wealth management is about much more than money. We view financial success not as its own goal, but as the paving stone to pursue what is most meaningful for you.
The Firebrand way
Our approach to wealth management is about much more than money. We view financial success not as its own goal, but as the paving stone to pursue what is most meaningful for you.
Service Packages
We offer flexible packages to match the complexity of your financial life. Price ranges below are estimates based on an hourly rate; plan pricing can vary. Investment management is offered for a fee based on assets managed.
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Budget & Cash Flow Analysis
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Streamline Investments
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Savings Strategies
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Ongoing guidance: $95/month
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Complex Investment / Tax / Options Planning
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Business Ownership Services
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Estate Planning
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Ongoing guidance: $200-300/month
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Comprehensive Financial Planning
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Portfolio Management
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Coordination With Oustide Investments
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Tailored Resources
What our clients say
Give us a Call 1-888-499-9240 and we can set you up, or read more about our services here
ABOUT US
Financial coaching that touches all aspects of your life
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