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Our Story

Our focus is on serving women who make the financial decisions for their families and are typically experiencing a change of seasons in their lives. Whether they are nearing retirement, going through a divorce, job change, or experiencing the loss of a loved one we have found regardless of the situation, the challenges are similar. They come to us overwhelmed with making money decisions, afraid of making a mistake and just not sure where to start.

We have been able to help by using our unique Financial Fulfillment Program to identify their goals, put an actionable plan in place, and help gain clarity, control, and confidence with their finances. We work together to identify your financial needs and align your vision to help reach your goals.

Listen

We have a meaningful conversation about your goals and gather information on all things financial

Explore

We organize and analyze your information to create a personalized strategy and course of action

Take Action

We implement your financial strategies and hold regular accountability meetings

Monitor

We update eachother on progress towards goals and life changes and adjust as needed

CLARITY

CLARITY

We are here to help you get organized and gain clarity over all things financial


You will be in a judgement-free zone where you may talk comfortably about your money, goals, concerns, and expectations

CONTROL

CONTROL

Become empowered in making smart and intentional financial choices

 

Having found clarity, we can begin creating a step-by-step strategy that puts you in control of pursuing your financial fulfillment

CONFIDENCE

CONFIDENCE

Be confident and reduce worry with purposeful strategies

 

Know you have your own personal CFO working on your behalf to help you to stay on track while educating you along the way

"As your coach and partner, my goal is to empower you as you achieve financial fulfillment. I strive to support and serve my clients, families and the community with understanding and compassion creating a better future for generations to come"

Shelly Sypien, Founder, Financial Advisor


Your trust. Our expertise.


Investment Strategies  -  Wealth Building Strategies  -  Expense Budgeting  -  Goal Setting

Retirement Planning  -  Tax Planning  -  Insurance Planning  -  Income Strategies

Estate Planning  -  Wealth Transfer  -  Charitable Giving  -  Lifestyle Planning

                                         

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