make financial confidence yours.

Let's get it. Together.

Empowering individuals and businesses in the Pacific Northwest with independent investment services, financial planning, education, and coaching.

Hi, I'm Emily.

I put in tons of work and rose the ranks as an engineer.  Building wealth as a young professional was hard.  Finding financial advice was harder.

 

Financial advice that:

1.) was available to the high earning young (the time wealthy!)

2.) has a fixed and predictable price

3.) updated as life changed.

4.) is virtual and accessible for real people, like working parents

 

For the last ten years I have been helping businesses, families, and young professionals make financial confidence theirs, using a real-time individualized approach I call The WealthEngine™

Define success on your terms here.