Jo Ellen enjoys working in financial services and cherishes the relationships she has built with clients. She became a...
01. About Us
We specialize in providing Fee-Only financial planning services and investment advice to women and families. We work solely for our clients. We follow a fiduciary standard and we act in our client’s best interest at all times.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
Make a plan based on your unique financial situation that seeks to protect your needs now, and that plans for the future. Working with you on optimizing cash flow, tax planning and risk management based upon your specific needs and goals.