Helping you build a life by design.

A Women-Led Team, Focused on You

We’re a team of four women bringing clarity, compassion, and precision to your financial life. With a thoughtful process and deep expertise, we help you plan with confidence—and live with freedom.

We specialize in working with professionals in medicine, veterinary care, and STEM fields—people who are brilliant in their own careers but often don’t have the time (or interest) to manage the complexities of financial planning. Our clients want a trusted partner who can cut through the noise, anticipate their needs, and help them make confident decisions. That’s where we come in.

At the heart of our process is a commitment to making your financial life feel simpler, clearer, and more aligned with your values. Whether you're just getting started or planning for your legacy, we bring structure, insight, and personalized strategies to help you build a life by design—not by default. And if you ever stop by our office in person, expect a warm greeting from Rory and Quinn, our two friendly corgis, who are always happy to welcome you with a wiggle and a smile.

The Girls

Get a financial plan that prioritizes your priorities.

We'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

Close up of multi-generational family laughing

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Here are our areas of expertise

Financial Planning

Investment Planning & Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning for Physicians & Dentists

Life Insurance Strategies

Multigenerational Planning

Estate Planning

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4