We provide a wide range of financial services, including personalized investment advisory, financial planning, portfolio management, and business financial solutions. Our services are tailored to meet the unique needs of individuals, small business owners, and young professionals, helping them confidently achieve their financial goals.

Our fee structure is transparent and competitive. We charge a percentage of assets under management (1% to 1.25% AUM annually) for portfolio management and financial planning. We also offer flat fees for consulting services starting at $250 per hour and project-based fees for small business solutions ranging from $2,500 to $15,000. Additionally, we provide third-party money management services at a lower fee range.

We begin with an in-depth consultation to understand your financial goals, risk tolerance, and personal or business needs. Using advanced financial planning tools and market analysis, we develop a customized investment strategy tailored specifically to your situation. Our ongoing support ensures your strategy evolves as your life or business changes.

Our services are designed for a variety of clients, including small business owners, high-net-worth individuals, young professionals, and anyone looking to achieve financial growth and security. We also specialize in providing support to individuals wanting to start or grow a business and those navigating complex financial situations.

We differentiate ourselves through our personalized approach, lower fee structure, and commitment to building strong relationships with our clients. As a boutique firm, we provide tailored solutions that large firms often cannot, and we focus on empowering our clients with the knowledge and tools they need to succeed financially. Additionally, our unique offerings, such as the FeathersUp podcast and our book How She Gets Trapped, provide additional value and insights to our clients.

Getting started is easy! Visit our website and schedule a consultation through our "Schedule Your Consultation" page. Whether seeking guidance on personal investments or business financial strategies, our experienced advisors are ready to help you navigate your financial journey. We look forward to working with you to achieve your goals.