Money Talks, We Listen:
Translating finance into a language that is easy to understand.
You are unique and have unique challenges that you don't have to navigate alone. I provide the much-needed guidance to build a solid and confident financial foundation so you can focus on what is important to you! Life has so much uncertainty; let me help bring some clarity.
Howdy!
I'm Robin –Think of me as your financial BFF, here to make numbers less scary and life more smile-worthy. I'm definitely not your parent's old-school financial planner.
Fueled by my passion for truly understanding humans and the ins & outs of personal finance, I feel fortunate to help others achieve happy, comfortable, intentional lives. I am a strong proponent of women helping women with the understanding that empowered women empower women. Learning is the lifelong venture that drives me and comes full circle by educating others. I strive to create a culture of acceptance, inclusion, and encouragement among women and underserved communities in the traditionally gatekept finance arena.
With personal experience and professional expertise in entrepreneurship, rental real estate investing, and business management, I guide my clients towards the financial good life in a judgement-free zone. Planning is the key to success – a principle I live out through my interests in cooking (and eating), traveling, and volunteering.
I am the lucky mother to an energetic first grader, a proud wife to a Blackhawk Crew Chief, and a servant to two spoiled dogs (and countless foster pups). They have given me a greater understanding of the importance of love, family, and authentic connection with others. I am dedicated to serving my community with a spirit of acceptance, inclusion, and a genuine love of people.
Ask the expert anything (and actually get a real response!)
The Humans We Support
Families
Family dynamics are complex and, at times, challenging. The needs of growing families evolve. Having a flexible financial plan that can adapt and change with them is crucial.
Are you...?
- Busy
- Needing an extra hand (or 3)
- Low on available mental energy
- Planning for the future
- Wanting more from today
- Struggling to compromise with loved ones
Women
Financial confidence can be a catalyst for women to accomplish remarkable feats, as it allows them to take charge of their finances and make informed decisions.
Do you need...?
- More time in the day
- Someone to discuss decisions with
- Organization and direction
- Accountability
- Unbiased feedback
- Like-minded support
Diverse Individuals
Experiencing unique challenges like systemic discrimination, income inequality, and lack of empathy deserves tailored support that promotes equitable opportunities.
Do you want...?
- To live the life you were meant to
- A safe place to explore goals & obstacles
- Intentionality in your life
- A sense of confidence & control
- Less anxiety, stress, & worry
- More happiness, time, & money
Ask For Help: There is no shame in not having the time, not knowing when, why or how to do it.
- Objective Advice: Fee-only planners do not receive commissions or kickbacks from financial products or services they recommend, which means they can provide accurate advice that is in the best interest of their clients.
- Transparent Costs: Flat Fee-Only planners charge their clients directly for their services, making the cost transparent and easy to understand. You will know precisely what you are paying for and how much you are paying without any hidden fees or commissions.
- Fiduciary Responsibility: Financial advisors and planners have a fiduciary responsibility to act in the best interest of their clients, which means they must prioritize their client's interests above their own. However, the old-school fee structure associated with the Assets Under Management (AUM) level can result in conflicts of interest. When the cost is based on the personalized complexity of your situation and not how much money you can invest, you have greater peace of mind that your planner is working solely to help you achieve your financial goals. (Not the advisors!)
Services and Costs
Holistic Financial Plan
The First Step: A holistic financial plan considers all aspects of a person's economic life, including their current financial situation, long-term goals, risk tolerance, and values, and provides a comprehensive strategy for achieving those goals while considering potential challenges and opportunities. Starting at $3,000+ based on complexity.
Ongoing Financial Planning + Investment Management
Ongoing financial planning plus professional investment management combines personalized financial planning services with active management of investment portfolios to help clients achieve their financial goals while minimizing risk and maximizing returns. Starting at $425/month based on complexity.
Ongoing Financial Planning
Ongoing financial planning provides clients access to personalized financial advice, monitoring, and guidance on anything with a number in your life, including 2 annual reviews. Starting at $300/month based on complexity.
Hourly Projects
Hourly financial planning allows clients to receive customized financial advice and guidance on an as-needed, project basis, with fees typically based on the amount of time spent on the engagement. Minimum 4 hours. $300/hour.
The Mission
To guide individuals and families through life's transitions with intentional financial planning that promotes confidence, success, and peace of mind. I strive to create a safe and supportive space for everyone by tailoring my approach to their unique needs and goals, empowering them to achieve financial stability and security while staying focused on what truly matters to them.
The Goal
Helping modern generations navigate the complex financial and tax landscape quickly and confidently. By understanding and addressing their unique challenges and opportunities, they are empowered to focus on what truly matters and achieve their financial goals.
The People
The incredible people I serve come from diverse backgrounds, but they share a common desire to achieve financial stability and success. They tend to be emotionally intelligent, progressive, and community-focused. They value a collaborative and transparent approach to financial planning and trust me to provide expert guidance always in their best interest.
Making a difference for YOU in what we do!
Empathy-driven financial planning: where your unique needs are heard and understood. (This is not your parent's old-school financial advisor.)
- Balancing saving for tomorrow while enjoying today.
- Building an emergency fund to plan for the unexpected.
- Saving for retirement and college education for children simultaneously.
- Preparing for significant expenses like buying a home or starting a business.
- Investigating job changes and career transitions that impact financial security.
- Strategizing to pay off debt efficiently.
- Navigating gender pay gaps and career breaks.
- Managing financial complexities, including caring for aging parents while raising children.
- Intentional investing for present and future goals.
- Preparing for potential health care costs or long-term care needs.
- Family and Estate planning for non-traditional relationships.
- Reviewing insurance needs vs. current coverages
Why should I work with a Fee-Only CERTIFIED FINANCIAL PLANNER™?
transparency
Removing conflicts of interest to give unbiased, personalized advice at a clear, flat cost.
Expertise
Going beyond investments to look at all aspects of your life to give you educated advice.
Support
Personalized education with empathy & encouragement through life's complex decisions.