I’m a fee-only financial planner and investment manager who focuses on empowering women, entrepreneurs and creatives to make smarter decisions with their money that further their goals and objectives in life.
I started Modern Assets to bring effective and affordable financial planning tools to people with messy, complex financial situations. I don’t take commissions, don’t require asset minimums, and I have a fiduciary duty to my clients.
Fee-only. No referral fees, kickbacks, or commissions of any kind, ever.
No asset minimums. You are your own best asset. Leverage that.
Monthly retainer. Cost-effective financial consulting when you need it.
Modern technology. We love a good tool.