No Need to Stress
Think of us as your financial “easy button”
One Page Plan
If you’re looking for an 80 page financial plan, you’re in the wrong spot. Our goal is to take all your info and condense it into an easy to understand roadmap. You shouldn’t need a finance degree to know where you’re at. That’s why you have us!
Altruist
We want to help you reach your financial goals quicker and with less stress. That's why we partnered with Altruist to help remove the friction from managing your money, so we can serve you better.
Lake Ave Portfolios
The financial industry has made money management difficult, by design. We’re changing all that! No need for fancy graphs or risk tolerance questionnaires. Our portfolios are designed specifically to provide financial independence for women at any stage of their life.
Are you ready to simplify your life?
Sources: Women surveyed in the 2021 DC Pulse Survey, US Census Bureau, “Current Population Survey: PINC-05. Work Experience-People 15 Years Old and Over, by Total Money Earnings, Age, Race, Hispanic Origin, Sex, and Disability Status: 2018, “Women in the Workplace, 2021.” McKinsey & Company and LinkedIn, Center for Disease Control, 2021