FAQ

This financial advisor helps women and their loved ones discover their most vital goals and aspirations in life by asking questions. The financial side of life is much more than just your money. The emphasis is on LIFE.

To support your most meaningful and deeply held goals and aspirations, we help you manage your money starting with the basics, your spending, saving, investments, debt and taxes.

We plan for big life events like retirement, sabbaticals, & financial independence or big purchases like real estate, college educations, yachts (just kidding, but if that’s your goal, we’ll work toward it). We also deal with life’s unexpectancies like death, divorce, and inheritances. We want to help women make smart choices that affect not only you but your loved ones, your aging parents, your children and those who depend on you, so that as a family, you share your knowledge and values surrounding money.

I coordinate with other advisors, your estate planning attorney, realtor or mortgage lender, tax and insurance professionals so that we leave no stone unturned. Whatever happens in the world, you will have 100% confidence that YOU WILL BE OK.

My role is oftentimes conflicting. I’m both your biggest cheerleader and toughest accountability coach, your fiercest ally and the one who will challenge your most deeply held beliefs. I sum it up as this. I’m your personal collaborative thinking partner who really wants you to succeed and puts your best interests first.

Yes, I want your money to grow, to build intergenerational wealth and financial security, but not at the cost of living life. There is a delicate balance. What’s important isn’t only your money. IT IS YOUR LIFE.

We work primarily with individuals and families who have reached a level of success in their careers or businesses and wish to have a long-lasting, collaborative relationship with a trusted woman advisor. They might describe themselves as middle class but aspire to reach financial independence earlier than standard retirement age. They might also say that they are (or desire to be) frugal, disciplined, a business owner or professional, and intentional and thoughtful about their money and goals. Above all, they value positive relationships, deep personal connections, and strong families.

The CFP® is a mark that indicates several things. Most importantly, it confirms that I am a fiduciary. That means that I am legally required to act in your best interest and put the interests of my clients above everything else. The CFP® mark is obtained only after receiving a bachelor degree, specialized financial planning education, on-going ethics training, 3 years of work experience and a rigorous examination (it was 10 hours over 2 days!). The CFP® mark is considered the highest standard in our emerging industry. In a word, it is financial street cred.

Yes. If you are an ongoing comprehensive financial planning client and wish to have Avea Financial Planning manage your assets, we will include that in our annual fee. If you are not a financial planning client, there is an annual fee of up to 1.20% of assets managed. This is an annual fee. There are no account minimums required to work with Avea. Please see ADV Part 2 for current fees.