My greatest inspiration is my mom and grandmother, both dynamic and extraordinary women. So I love helping women-led households to reach financial freedom that comes from our collaborative planning to become work-optional with sustainable monthly income, uncover tax savings over their lifetime, and optimize their business exit paydays to create a legacy for their family and the greater community.
At Investably LLC, we help you plan to enjoy the freedom of becoming work-optional, with sustainable monthly income, uncovering tax savings over your lifetime, and optimizing your business exit paydays to create a legacy for your family. We also serve non-profits with much-needed fiduciary investment guidance.
We are one of the few women and minority-owned independent wealth advisory firms in the country and we provide a holistic planning-first approach to investment management.
We do our best work and may provide greater optimization value to clients who have saved or built assets over $1 million or are high-growth professionals and business owners on track to reaching that level.
Visit www.investably.com to learn more or schedule a virtual call.
With my firm Investably LLC, I am part of the small 1.4% representing the financial industry’s women and minority-owned firms. (Source: Knight Foundation’s Diversity of Asset Management Study 2021)
Personally, I am someone who has had to carve out my own path and has been the ‘first-in-the-family’ for many things so I can appreciate the journey that many others have gone through to achieve their level of success and the importance of making sure our financial success is sustainable and using it to create the impact we desire for our lives, our families, and the world we want to see.
If you would like to explore a different type of relationship with someone focused on providing objective advice instead of pushing products you don’t need, let’s have a conversation.
If you want to explore how we may help you gain clarity and confidence on your money so you can worry less, enjoy your life, and retire confidently, let’s have a conversation.
Visit www.investably.com and schedule a virtual meet-and-greet to see if we are a good fit.
Series 7, 24,63, 65
New York University
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