The FI Woman makes investing simple by providing independent investment advice, and helping you select the right investments and accounts to achieve your financial goals.

You also receive a personalized financial roadmap developed specifically for you.

Individual Investment Plan

Joint Investment Plan

College Education Plan

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

“I want to retire early”

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

VIDEOS

What have blocks got to do with stocks? (3 minute video)