Financially Wise Women
Financially Wise Women is a boutique, holistic financial planning firm specializing in fee-only, comprehensive financial and investment planning for women and couples. We’re in the business of serving successful and ambitious individuals who are ready to take action and create a financial plan, budget and investment portfolio in order to achieve the life of their dreams. We teach our clients the art of money management--how to earn it, save it, invest it, spend it wisely and enjoy it through every stage of life. We are based in Los Angeles and work with clients in person and virtually around the country.
Skills & Specialties:
- Fee-only, comprehensive financial and investment planning for women and couples.
- Online Money Class
- Corporate and brand partnerships
- Webinars, workshops and other speaking services