As an independent RIA and fiduciary, The FI Woman provides you with independent and unbiased investment advice.

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 select? 
Try a model portfolio

What investment accounts should I have?

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

“I want to retire early”

Individual Investing Plan

Joint Investing Plan

Education Investing Plan

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

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

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

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!

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

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

FIFTY SHADES OF GREEN

Find out why so many people love this book