You.

You’ve experienced a life change and feel compelled to get financial guidance.

You might be:

1. Grappling with a major financial decision. Perhaps you took that new job, and now … you don’t know what to do with your old 401K.
2. Dancing with the idea of retirement. You just want to know when you can retire responsibly.
3. In retirement, but feel unsettled because you’re afraid your money won’t last.
4. Overwhelmed by a windfall of inherited money. You know you have one chance to get it right, and don’t want to make a mistake.
5. Simply ready to transfer the reins to a financial partner who can manage your investments so you don’t have to.

Whatever your trigger may be, you’re definitely:

1. A genuinely nice person;
2. Open to a long-term relationship with a CERTIFIED FINANCIAL PLANNER™;
3. Eager to find clarity in your current financial situation so that you can focus your time and energy on the things that bring you joy.

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Us.

Bellevue Financial Advisors specializes in the finances of women and their families. This focus allows us tailor our approach to match the needs of this unique group.

First, we intentionally limit the number of clients we serve so that each individual gets the personalized attention she deserves. We want to know our clients so well that we can anticipate their needs, and make proactive recommendations.

Second, we provide high-touch financial planning and investment management. We do the heavy lifting without pressure or judgment each step of the way.

Based in Bellevue, WA, we are a fully virtual firm. Meetings are held over the phone or video conference from the comfort of your home or office. Our goal is to make financial planning as convenient as possible.

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Many of my first clients were women like me – professionals in the middle of that intricate dance between trying to live a meaningful life today and preparing for a thriving tomorrow. We planned intentionally and invested thoughtfully (and still do!).

Over time, these remarkable women started referring their mothers, aunties – women in the midst of a major life change, faced with the types of money decisions that come with lasting consequence.

Successfully navigating these changes can be as much about untangling the knot of emotion (and the maze of documents) as they are about getting the technical guidance to invest with confidence.

It’s my personal mission to pull back the curtain of overwhelm, and empower women and their families to turn their money into lasting wealth.

How we help. »