We're more than investment managers—we're partners in your financial life. Clients tell us they value our clear explanations, values-based approach, and the welcoming environment we create. We take the fear and complexity out of financial planning by breaking down big decisions into manageable steps. With deep Alaskan roots, a women-led team, and a focus on long-term relationships, we provide clarity, confidence, and genuine care.

First-year financial planning costs range from $3,000 - $10,000, depending on complexity. We're a fee-based firm, which means our advice is designed to serve you, not a product or commission.

Do you feel disorganized, unsure, or too busy to manage everything yourself? A good advisor doesn't just manage money; they simplify your financial life, align it with your values, and give you confidence in your future.

A robo-advisor can automate investment, but it can't listen to you, understand your family, or connect your money to your values. Most of our clients aren't just looking for an algorithm - they want guidance, clarity, and someone they trust to help them make the right decisions.

Being a fiduciary means we are legally and ethically required to put your best interests first. It's the highest standard of care in our profession. In plain language, it means our advice is about you — not about products, commissions, or anyone else's agenda. You deserve nothing less.

A fiduciary is legally required to put your interests first. That means recommendations are made for your benefit — not to earn commissions or meet quotas. It's the highest ethical standard in financial advice.

Absolutely. One of the first things we do is help you define what "on track" means for your life, then organize your finances around that vision. It's about creating clarity, not comparing you to anyone else's path.