Your Wealth Journey

It takes dedication and hard work to reach your current position. You recognize that navigating your personal finances is too important to handle alone, and you appreciate the value of genuine partnership in your journey.

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Three Ways We Help Navigate Your Wealth Journey

  • Two people discussing while looking at a laptop in a modern office space.

    Grounded

    $500/month or $600/month (with spouse)

    Build a strong financial foundation with confidence.

    🌿Discover your money values

    🌿Create a cash flow roadmap

    🌿Organize finances & build credit

    🌿Optimize work benefits & insurance

    🌿Clarity about tax-advantaged accounts

    🌿Clarity about will, trust, and legacy planning 101

    🌿Investment plan and management up to $500k.

    More Details
  • Three people gathered around a laptop in a modern office space, with one standing and two sitting, with a potted plant and colorful wall panels in the background.

    Growth

    $833.33/month or $10,000/year (includes spouse)

    Scale your wealth with advanced tax planning support.

    🌿All Grounded services, plus:

    🌿Plan for future “what-if"

    🌿Model your financial future

    🌿Support for self-employed & equity comp

    🌿Explore Roth conversions & tax strategies

    🌿Investment management up to $1M

    more details

  • Generational

    $833.33/month + 0.5% of portfolio value above $1M

    (Example: $2M portfolio = $15,000/year, reassessed quarterly.)

    For complex needs and lasting legacies. 

    🌿All Growth services, plus:

    🌿Plan your legacy & family meetings

    🌿Support multi-generational and/or cross-boarder goals

    🌿Analyze estate & inheritance taxes

    🌿Plan business succession & giving

    🌿Manage investment portfolios above $1M

    more details

Divorce Planning

  • Divorce changes everything—your routines, your relationships, and your financial future.
    You may be asking yourself:

    • “Can I afford life after this?”

    • “Will I be okay on my own?”

    • “What happens to our assets, accounts, retirement, property?”

    • “How do I plan ahead while everything feels so uncertain?”

    You deserve answers—clear, caring ones. And you don’t have to figure it out alone. This moment is about more than survival. It’s about reclaiming your independence and rebuilding a future that reflects your values, your goals, and your joy.

  • I work with women in all stages of divorce:

    • Those considering separation and needing clarity on what it could mean financially.

    • Those in the process of divorce, navigating tough decisions about division and support.

    • Those post-divorce, rebuilding and planning for a new chapter with confidence.

    Whether you’ve been the “financial one” in the relationship or not, we’ll meet you where you are—with zero judgment and full respect for your story.

  • This isn’t just paperwork. It’s your future. I help you understand:

    1. Your Current Financial Picture

    • What you own, what you owe, and where you stand

    • Understanding marital vs. separate assets

    • Getting organized and clear, step by step

    2. Smart Division Planning

    • Strategic analysis of division options (not just splitting things 50/50)

    • Tax implications, liquidity considerations, retirement account rules

    • Understand what’s fair and what’s wise

    3. Future-Focused Guidance

    • Projecting your new life’s cost of living

    • Planning for housing, career shifts, kids, and your goals

    • Coaching on setting boundaries and reclaiming your money voice

    4. Next Chapter Wealth Planning

    After your divorce is finalized, you have the option to continue working together through my full-service “Wealth Journey” three tiered-partnership above —designed to evolve and grow with you through the next phases in your life.

  • I don’t replace your attorney or mediator.
    I complement them by bringing deep financial insight to the table:

    • Your attorney handles the legal.

    • Your mediator supports negotiation.

    • I help you understand what’s on paper—so you can make decisions with clarity and confidence.

    We’ll work in tandem, not in conflict.

  • One-time analysis fee: $3,000 – $6,000 (depending on complexity) Includes:

    • One-on-one meetings and worksheets

    • Customized financial snapshots and future scenario planning

    • Clear recommendations and guidance to support your next steps

    You can continue on your own or move into a full-service partnership after the divorce is complete.

  • As a Certified Divorce Financial Analyst™ (CDFA™), I provide in-depth financial analysis for divorce situations or support divorce attorneys and mediators. This service is separate from financial planning as a CERTIFIED FINANCIAL PLANNER™. Due to ethical standards, I cannot offer financial advice to both parties in a divorce. My role is to offer impartial analysis for one party.

    While I offer both financial planning and divorce financial analysis services, it's important to understand that in specific situations involving a divorce, I may be required to prioritize my fiduciary duty to one party, and therefore, may not be able to simultaneously serve as the financial advisor for both parties to avoid potential conflicts of interest. In such cases, I will fully disclose this limitation and assist the other party in finding suitable alternative financial advice. My commitment is always to transparency, integrity, and the best interests of my clients.

Common Questions, Answered

  • At Anora Wealth, we offer personalized, human-centered guidance crafted to your unique journey—whether you’re a first-generation wealth builder, a content creator, or navigating a life transition. Our approach brings clarity to where you are now, charts an actionable strategic path to where you want to be, and amplifies your impact along the way. Your financial plan will serve as the foundation for all investment decisions, ensuring your money supports your goals and values, never the other way around.

    We combine intelligent tools to maximize efficiency with white-glove, family office–style service to make wealth-building both accessible and deeply meaningful. Here, you won’t find cookie-cutter solutions or confusing jargon—just an authentic, collaborative partnership dedicated to your intentional wealth and lasting confidence.

  • 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.

  • We’ll meet quarterly in the first year to keep your plan on track, with a comprehensive annual review after year one. You’ll hear from me via email or phone at least monthly, and I’m here as often as you need for urgent concerns or questions. Your peace of mind is my priority.

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

  • No, 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.