Money Mangement is a Science AND an Art
We take things one step at a time and create solid plans that are highly individualized for each of our clients.
These are the steps we will take together:
Client Testimonial
I had an advisor but still felt intimidated by investments and how to make my money work for me until I met Irina. She is super patient, explaining things in the way that works for me, and I learn something every time we meet. I have become more confident and know that finances don't have to be a man's thing. Irina partnered with me to create goals that I'm excited to achieve because they are personalized to me. Our meetings feel more like a get-together with a friend than a stressful financial checkup. She is wonderful!
Client Testimonial
Irina clearly loves what she does and gets how to help other strong women achieve what's important to them. We can't talk highly enough about her! Irina takes the barrier and stresses out of money management and makes our money work for us! Before we worked with Irina's team, our money just sat idle. Irina continuously provides sage insights to ensure we cover all our basis. She is a creative thinker who provides flexibility which is especially important since we are both self-employed and within ten years of potentially exiting our businesses. This has alleviated a lot of anxiety. She proactively addresses market changes and what we need to get ahead of and initiates the next step. She is always one step ahead!