It's no secret that women and minority groups are underrepresented in the financial planning space. We're here to change that. A holistic, fee-only, independent, financial planning and investment management firm serving clients in Arizona and across the U.S. We have over 17 years experience as a registered investment advisory firm and are dedicated to providing financial planning and wealth management to people from all walks of life and all ages.
After 20 years of working in corporate America, we noticed a large gap in the services and support offered to women and minority groups.Being women and minorities ourselves, we decided that enough was enough - we were going to be the solution we and other women and minorities always deserved, but never had at our disposal.
After 20 years of working in corporate America, we noticed a large gap in the services and support offered to women and minority groups.Being women and minorities ourselves, we decided that enough was enough - we were going to be the solution we and other women and minorities always deserved, but never had at our disposal.
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Many of the greatest advancements in finance have come from academic research. Dimensional Fund Advisors is a pioneer in translating those discoveries into practical investment solutions for clients. An introduction to Dimensional for investors; this videos underscores how science has transformed every aspect of our lives, including investing.
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