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.

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Services

Financial planning touches all aspects of your financial life

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Invest for the good

We make your money work hard through socially-responsible investing and tax-savvy management

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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.

Organizer
$ 1500+
  • Budget & Cash Flow Analysis
  • Streamline Investments
  • Savings Strategies
  • Ongoing guidance: $95/month
Coach
$ 3000+
  • Complex Investment / Tax / Options Planning
  • Business Ownership Services
  • Estate Planning
  • Ongoing guidance: $200-300/month
Executive producer
0.5-1%
  • Comprehensive Financial Planning
  • Portfolio Management
  • Coordination With Oustide Investments
  • Tailored Resources

What our clients say

See what other people say about our company and what they think about our services.
5/5
Amazing customer experience all the way through! I've had some bad experiences in the past but this was just great!
Johan Andersson
Designer
5/5
Great service! I was treated in a serious and professional way despite asking a thousand questions. Superb!
Hannah Andersson
Manager
5/5
High quality and friendly encountaring from start to finish. Recommended to everyone who values real quality!
Fredrik Oliver
Support

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

Our approach to wealth management is about much more than money. We all know money doesn’t buy happiness. What it does buy is options. Choices. Freedoms. We view financial success not as its own goal, but as the paving stone to pursue what is most meaningful to you.
Company was founded
0
Years of experience
0
Employees
0
Satisfied clients
100 +

Read our news

Keep up to date with our latest news and read about our exciting projects.
July  16, 2019

Let's Nav.it!

I had the pleasure of chatting with Erin Papworth and Lisette …
June 16, 2019

Does the Fed Needs Spanking?

There’s a sign at our house that reads, “Children are often…
June 13, 2019

Scoop Marketplace Grand Opening

Come celebrate Scoop Marketplace’s grand opening…

Contact us

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