Your Wealth Journey

Not everyone does.

If your financial life is simple—steady income, minimal investments, no major transitions, and you feel confident managing everything yourself—you may not need a financial planner right now. Many people can do perfectly well with basic saving, low-cost index funds, and good financial habits.

However, working with a financial planner becomes much more valuable when your financial life becomes more complex or the decisions carry long-term consequences. This often includes situations like a significant increase in income, receiving equity compensation, going through a divorce, supporting family members, managing multiple investment accounts or properties, receiving an inheritance, or simply wanting clarity and confidence about your long-term direction.

It’s also important to understand the difference between professionals. Some financial advisors focus primarily on managing investment portfolios. Others, particularly CFP® professionals, provide comprehensive planning that integrates investments, taxes, retirement, and major life decisions into one coordinated strategy.

Our work is especially helpful for high-earning professionals, first-generation wealth builders, and women navigating life transitions who want more than investment management alone. They’re looking for a trusted partner to help them make thoughtful, informed financial decisions as their lives and responsibilities evolve.

The goal isn’t to hand over control—it’s to help you build clarity, avoid costly blind spots, and ensure your financial decisions are aligned with the life you’re building.

We work with high-achieving professionals, first-generation wealth builders, and women navigating major life transitions such as divorce, inheritance, career growth, or becoming financially independent. Many of our clients are successful in their careers but want clarity on how to turn their income into lasting, intentional wealth. We help bring structure, coordination, and long-term strategy to their financial lives.

Traditional advisors often focus primarily on managing portfolios. Our approach integrates investment management with comprehensive financial planning.

A comprehensive financial plan ensures your investments, taxes, cash flow, real estate decisions, and long-term goals are all working together. Many people accumulate investments over time but lack a clear strategy tying everything together. Financial planning helps you make informed decisions and avoid costly blind spots.

Our first meeting is a no-pressure online meeting where we talk about your goals, challenges, and dreams and answer any questions you may have about how I can help. It’s a conversation, not a sales pitch, designed to put you at ease and clarify your next steps. If you’re interested in a long-term partnership with me, we’ll come back to a second meeting where I’ll propose my high-level game plan tailored to your needs so you can envision how our engagement will look like exactly in the next 12 months and afterward, what it costs, and we decide together whether we’re a good fit.

No minimum wealth is required. Our Grounded tier ($500/month) is perfect for those starting out, while Growth and Generational tiers support clients with more complex needs or larger portfolios. We meet you where you are, whether you’re managing new wealth or rebuilding after a life change.

Absolutely. As a Certified Divorce Financial Analyst™, I specialize in guiding women through divorce with clarity, from analyzing settlements ($3,000–$6,000) to planning your post-divorce life. Our tiers also support other transitions, like loss or career changes, with compassionate, tailored advice.

Our services are primarily virtual for your convenience, with Google Meet calls and digital tools to make collaboration seamless. If you prefer in-person, in San Diego area, I’m happy to meet at your location of choice because I value human connections and want you to feel comfortable.

We are fiduciary fee-only advisers. We operate without selling products or earning commissions on recommendations. Think of us as your dedicated advisor – akin to a personal trainer, doctor, chef, or stylist – focused solely on your well-being. We prioritize understanding your individual needs, preferences, past experiences, and any sensitivities to ensure we find the perfect solutions for you in the market. Our fee structure is straightforward: monthly subscriptions with an add-on small percentage of assets under management for the Generational tier. This transparent approach guarantees our advice remains aligned with your objectives, free from any sales bias.

Our relationship is built on partnership and transparency. We begin by understanding your full financial picture, your goals, and what matters most to you. From there, we design a personalized plan and provide ongoing guidance as your life and finances evolve. Our goal is to help you feel confident, organized, and supported in your financial decisions. Please refer to this page to learn more about the experience with Anora Wealth