We meet you wherever you are in your financial journey. No judging. After learning about your hopes and dreams, fears and challenges, we'll design a financial plan focusing where you are today and where you want to be in the future.
We empower women to take an important seat at the financial planning table. We break down complex actions into manageable steps and educate along the way. Jargon free.
Together, we help you build - and implement - something great....a financial strategy based on your values, made with your family in mind and built for generations to come.
"We help you confidently navigate life's financial transitions. No judging. No jargon. Whatever life may have in store, let's make a plan for it!"
- Tracy Shackelford and Harold Philipsen -
As a happily married couple and long-time business partners, we understand what it takes to sit at the same table and work together. We use our experience and specialization to help others.
From the moment you meet our team, you'll feel an immediate difference. Personal connection built through listening to you, genuine warmth, care and comfort. We can't care more than you do about your goals and dreams...but we care just as much! As fiduciaries, we aim to always provide honest advice.
Principal / Wealth Management Advisor
Wealth Management Advisor
LPL Registered Administrative Assistant, Investment Research and Planning Analyst
Client Service Associate