INVESTING. SIMPLIFIED. PERSONALIZED

The FI Woman helps you answer four important investing questions:

How much do I need to achieve my goal(s)?

What goals should I prioritize?

What investments should I buy?

In which accounts should I keep my investments?

As an independent RIA and fiduciary, The FI Woman gives you the benefit of receiving independent and unbiased investing advice.

HOW IT WORKS

SHARE YOUR GOALS

“I want to travel, work part-time, or raise a family”

“I want to retire early”

SELECT A SOLUTION

Individual Investing Plan

Joint Investing Plan

Education Investing Plan

E-SIGN

Sign a client agreement on your phone, tablet or computer. Nothing to print, mail or fax!

PAY

Done! Your plan is delivered electronically within 1 business day, and a follow up call is scheduled within 2 business days.

WHY YOU'LL LOVE The FI Woman

STEP-BY-STEP GUIDANCE

Detailed analysis of your finances and goals

A personalized financial plan

A portfolio of investments suitable for you

Regular follow up by email and phone

AFFORDABLE

Keep more of your money!

The FI Woman is a fee-based independent advisor, which means you won’t pay ongoing fees or a percentage of your assets!

CONVENIENT

Professional advice from the comfort of your home or on-the-go

Secure and seamless online process designed for today’s mobile technology

RESOURCES

FIFTY SHADES OF GREEN

Find out why so many people love this book

CALCULATORS

“Financial Independence is within reach. It begins with a plan.”
Ramat Oyetunji, CEO & Owner of The FI Woman