Empowering the Unapologetic Pursuit of your Goals through Financial Planning.
"I started saving too soon, invested too much, and life is going just as planned”- said no one ever
We get it, you're busy. You're running your team and running your life.
Who's there for you to help you crystalize goals, set a plan, and monitor your ongoing progress toward success?
Regardless of your life stage we're here to help you gain clarity & focus leaving you free to take action towards crushing your goals.
When I started my financial services career over 10 years ago, I followed the guidance that was given to me. Using the same language the boys used, I set dates instead of business meetings, was confused for a Corporate Recruiter instead of a Financial Professional and generally had a hard feeling comfortable using terms like "offensive" & "defensive" when referring to financial planning.
I didn’t get the opportunity to learn financial concepts and strategies in a way that made sense to me. The sports analogies went right over my head, the aggressive sales language didn’t feel authentic and I stood out like a sore thumb during all office events and conferences (often being mistaken for someone’s secretary).
Over time, the industry has become more diverse and inclusive, but there’s still a very long way to go. My clients have historically been those who didn’t grow up with family money or a family Financial Advisor, many have felt intimidated by the financial industry, but push through because they deserve excellent financial advice and are committed to building wealth. I wanted to create space for them.
When it came time to brand my business, I decided on HerPlanning. It was a nod to the times I’d been referred to as “the Girl Planner”. It represented a space where women (and the men who love them), could feel comfortable asking questions, could feel confident their concerns would be heard, could build competence around financial terms & strategies, build confidence around financial decision making and above all else, they would not be shamed.
Over time, our model has changed a lot, my commitment to clients has stayed the same. Empowering the Unapologetic Pursuit of your Goals through Financial Planning is what I love.
Welcome to HerPlanning. I hope you love it here!
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.
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We understand it can be intimidating to start a new Financial Planning relationship. Check out our detailed overview of our services and pricing.
Getting started is the hardest part. We welcome the opportunity to have a free 1:1 call with you to learn about your goals.
It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.