She & Money Financial Planning provides women with objective, fee-only financial advice. Whether you’re looking to start budgeting, save for retirement, or simply get your finances on track, She & Money can help you reach your goals. Get peace of mind, confidence, and assurance that you’re making the right decisions with your money.
She & Money provides fee-only financial planning which means that you’re never sold products nor are any commissions involved or accepted. You can count on getting objective, solid financial advice from a certified financial planner™.
No matter which plan you choose, you’ll finally get:
Personalized advice Free resources are great, but nothing beats a real life professional reviewing your specific situation and giving you strategies on how to succeed financially.
Specific answers to your most pressing financial questions: “Like “Should I pay down debt or save?” “How much should I be putting in my retirement account?”
Clarity on where to start. You’ll learn where your priorities are and how to take action to accomplish your financial goals.
Simple easy-to-follow advice. No matter what they say, finances don’t have to complicated. I make it easy for you to understand and implement so that you can feel confident that you’re handling your money like a pro, now and forever. Going through the financial planning process is the best education you can get when it comes to learning how to manage your finances.
Accountability and guidance that you can depend on. Sometimes you just need a little extra accountability and guidance to help you make some serious progress.
Expert advice at an amazing cost: Certified Financial Planners™ don’t come cheap. We are at the top of our game in financial planning and only 17% of advisors can claim this distinction. But since She & Money works with most of our clients virtually, we are able to provide high quality financial planning at a fraction of the average cost.
Objective and unbiased evaluation No judging allowed. Only positivity. Together, we’ll get your finances under control.