Make your financial life Shine
Money isn’t just about numbers. It’s about choices — the kind that shape the way you live, love, give, and grow. Whether you’re navigating a major life transition or simply ready to feel more confident about your financial future, you deserve advice that meets you where you are and helps you move forward with clarity and purpose.
You’ve worked hard to build a life you’re proud of — one filled with experiences, responsibilities, and possibilities. But even with success, wealth can feel complicated. Maybe you’re facing new decisions after a loss or life change. Maybe you’ve always handled things on your own but want to make sure your money is working as hard as you do. Or maybe you’re looking for a partner who can help you see the bigger picture — someone who understands that financial planning is about more than just investing. That’s where Charlotte comes in. She created her practice to give women a space where they feel seen, heard, and supported — a place where financial planning is collaborative, strategic, and deeply personal. Here, conversations about money are never intimidating or rushed. They’re thoughtful, transparent, and focused on what matters most: helping you use your wealth to create the life you envision
Our clients are women who want more from their wealth — more clarity, more purpose, more confidence. Many are navigating life transitions like divorce or widowhood. Others are entrepreneurs, professionals, or independent decision-makers who are ready to take a more intentional approach to their financial future.
We typically work with clients who have $750,000 or more in investable assets and who value a collaborative, long-term partnership built on trust and transparency.
If that sounds like you, we’d love to start a conversation.
