Frequently asked questions.

Absolutely. We are both obligated and dedicated to acting in your best interest at all times. Your goals and financial well-being are our top priority. It's important to highlight that not all financial advisors are required to act as fiduciaries, nor do all choose to do so.

Yes, we operate on a fee-only basis. This means our compensation comes exclusively from the fees you pay for our services, eliminating any potential conflicts of interest that might arise from commissions, product sales, or referrals to other providers.

We are not licensed mental health professionals and we do not provide clinical treatment. That said, we understand how intertwined money and wellbeing are. Our approach is grounded in psychology and behavioral finance. We hold space for the feelings, beliefs, and patterns that often surface in financial planning and life transitions. We always recommend working with a licensed mental health provider for clinical care and we are happy to collaborate when it supports your goals and overall wellbeing.

We prioritize clear communication to ensure you feel informed and confident in your financial journey. We offer multiple channels for communication, including:

• Virtual Meetings: We conduct meetings via video conferencing platforms, making it easy for you to connect with us from anywhere.

• Phone and Email: You can reach out to us anytime via phone or email.

• Secure Client Portal: Our secure online portal allows you to access important documents, track your financial plan, and communicate with us securely. This platform keeps everything organized and easily accessible.

• Regular Updates: We’ll provide regular updates on your financial progress, investment performance, and any relevant market developments.

Our goal is to foster an open dialogue, ensuring you feel supported and empowered as we work together to achieve your financial goals. Your preferences matter to us, so we encourage you to share how you’d like to communicate, and we’ll do our best to accommodate your needs.

Our investment recommendations and processes are not bound to any specific custodian or products. Instead, we partner with you to explore the options that align best with your individual goals. We focus on cultivating strong, long-term relationships with our clients, ensuring that our services are tailored to meet your unique needs.

You’re not alone! Many of our clients come to us feeling overwhelmed or unsure where to start. That’s exactly what this work is for. There’s no judgment here. We’ll get organized together and create a plan that brings clarity, confidence, and calm.

Not at all. Your job is to be honest about your goals, fears, and life circumstances. Our job is to translate that into strategy. We’ll meet you where you are and explain everything in plain language, with as much support as you need.

We use a modern financial planning platform that brings your full financial picture into one place — from investments to cash flow to retirement planning. You’ll also have access to secure file sharing, easy plan updates, and a clear dashboard to stay organized and in control.

Yes! While we focus on supporting women, we welcome individuals and couples of all genders and identities who resonate with our planning process. Many of our clients are men or part of partnerships — and they come to us for the same reason: to feel seen, supported, and confident in their financial life.

No, you do not need to live in Michigan to work with us. We are a virtual firm and have the ability to serve clients nationwide.