I work primarily with smart, educated women of color — many of whom are managing demanding careers, caring for both children and aging parents, and wondering if they’re doing enough to secure their future.

They are often: - Between ages 30 and 65

• Living or working in Orange County, Los Angeles County, or virtually across the U.S.

• Corporate professionals with stock options, RSUs, or deferred compensation

• Educators, business owners, or real estate investors building wealth intentionally

• Members of the “sandwich generation” supporting family on both ends

• Women who want their values to match their money — and are tired of feeling unseen or underserved by the traditional financial industry

They’re ready to move from exhaustion and frustration to clarity and control — and to finally make their money reflect their power.

Many are entering what retirement researcher Wade Pfau calls the “fragile decade” — the 5 years before and after retirement — and want to make thoughtful, strategic decisions that protect what they’ve built.