They Laughed When I Said “Holistic Planners” — But Look at Us Now

Back in 2014, the financial world wasn’t ready for the concept of holistic planning. The industry was steeped in outdated approaches—churning out spreadsheets, quarterly reports, and one-size-fits-all financial strategies. The idea of combining life and money management, addressing emotional and practical needs together, seemed laughable to some. “Too soft,” they said. “Clients only care about numbers,” they insisted. But we knew better.

Fast-forward to today: We didn’t just redefine financial planning; we created an entirely new category. By integrating wealth, health, and relationships, we became the trusted partner for women navigating their most pivotal life phases. And as we prepare to unveil another groundbreaking category in 2025, we’re proving yet again that staying ahead isn’t a matter of chance—it’s a commitment to innovation, empathy, and excellence.

Our focus has always been on women 45+, who demand solutions that match their complexity. They’re navigating career peaks, caregiving roles, and personal reinvention. We’re here to help them master it all with a service the world has never seen before. And the best part? We’re just getting started.