Why Ignite
We make financial decisions
clear, simple & intentional
Focus on what matters to you and let us manage your financial complexities
You deserve a partner that addresses the nitty-gritty details without losing focus on the bigger picture. With services that extend far beyond standard financial planning, you can feel confident that all of your goals are integrated into a single, workable plan.
As your personal CFO,
we help you:
Simplify Your Life 
Remove Ambiguity 
Stay Focused 
Think Beyond the Numbers Simplify Your Life
- See your assets and liabilities in a single page with your personalized financial ‘map’.
- Transfer your to-dos to us. We track key election and action dates on OUR calendar to ensure nothing gets missed.
- We securely transmit your investment tax documents directly to your CPA and coordinate tax strategy to take the stress out of tax time.
Remove Ambiguity
- Our target map process tracks your goal progress so you know clearly and simply whether you’re on pace to meet your goal.
- By modeling the projected outcome of various scenarios before you make a choice, decisions can be made with clarity and conviction.
- Keeping a watchful eye on your financials, we ensure your resources work as hard as you do to fuel your lifestyle today and in the future.
Stay Focused
- We filter through all the noise to highlight only what really needs YOUR attention.
- With a deep wealth of information and best practices, we can help you adjust more quickly and keep you moving forward when life throws a curve.
- We keep you ready to pivot when life changes or opportunities emerge. By ensuring all of your ratios are in line, you are better prepared to act on whatever comes your way.
Think Beyond the Numbers
- Relationships, careers, and quality of life can all be impacted by the choices you make. We help you think beyond the numbers so you can feel good about your decisions.
- We are here to listen, challenge and provide support anytime you need us to. Thinking outside the box can often lead to solutions you never considered.
- Every recommendation is grounded in what you value. By highlighting how each decision supports or detracts from what matters most, making decisions becomes easier and choices are clear.
How We Stand Apart
- We were you once – we WERE high level executives with national and global responsibilities, so we understand the demands for your time and attention.
- We take planning seriously – unlike many firms that provide planning as a ‘sticky’ element to try to keep clients or illustrate a ‘need’ in order to sell specific products, we LEAD with planning. We feel strongly that the advice we give provides far more value than any product ever could. You will never see us push a product or investment returns as the holy grail.
- We are 100% independent - we are not beholden to any corporate overlord telling us what product quotas or services we have to push on any given day. All of our recommendations are based on our in-depth research and analysis of YOUR specific needs, not big brother’s balance sheet.
- We are woman owned – as one of the few women financial advisors worldwide and an even smaller number of women-owned firms, we are proud to be part of an elite group. We’ve earned our spot and we invite you to learn why.
- We are fiduciaries – We place your interests above our own. A badge we wear proudly as a matter of integrity and daily practice for us. Not just something we say, it’s what we do.
- We’re tech nerds – with a background in technology prior to finance, you will find we EMBRACE technology as a way to improve our ability to solve for our clients and make connecting with us easier.
We Talk-the-Talk and Walk-the-Walk
As executives, we managed large national and global teams. Decisions were made based on KPIs (Key Performance Indicators) and OKRs (Objectives and Key Results). Actions were only taken once the landscape and options were clear.
We find our clients expect the same in their financial lives. We leverage our experience to deliver analysis and results to you in a framework that you can relate to, keeping your focus where it matters most.
When you’re ready for a partner you can trust to lead your financial team, let’s chat. We think you’ll find we speak your language.
