Financial Planning and Investment Management for Ambitious Women
Take control of your wealth so you can flourish in financial confidence, calm the what-ifs, and plan for the future.
Do the ‘What ifs’ Keep You Up at Night?
Don’t know what steps to take next with your finances? I know it can be intimidating, but I’m here to change that. With a warm and inviting atmosphere we talk about what matters to you… Your goals, (and fears), your family, and your wealth. Let’s take the stress out of money management so you can focus on the things that matter most. You have the power to take control of your wealth.
Gain Clarity and a Plan
- First we gain clarity on your goals, habits, and values, aligning YOU with your finances and your plan.
- Next we create and implement a diversified financial plan with systems in place to be readily accessible to you all in one place.
- Finally, your plan will be monitored and reviewed so your plan adjusts with you to help you reach your goals.
I’m Larissa
Helping ambitious women take control of their wealth so they can flourish in financial confidence
Financial services can be an intimidating industry of jargon and acronyms, often focusing on the “pain points” of an individual used as a tool to “close the sale”. Before becoming an advisor, I felt the same way. I didn’t know what I didn’t know and I felt embarrassed to ask questions because the person across from me spoke a language I didn’t understand.
I’m here to change that.
Ready to Take Control of Your Wealth?
I stand beside my clients, offering personalized guidance every step of the way.