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About           Services               Blog          Press          Contact          

About           Services                Blog                      Press                      Contact
Stay Informed

Of Women, By Women, and For Women…

and a few really smart men!

We offer more than a plan, we’re the partner that has your back.

Smarter Financial Solutions - Woman transaction

Financial services
for real people.

Nancy meeting a client

Smarter Money Solutions was born out of the need for a change. I heard from women over and over that they felt patronized, ignored, even lied to by financial advisors. Our clients are our family. We provide independent, fee only services that ensure we’re all on the same team. No commissions here.

As Investment Advisor Representatives we have a fiduciary duty to act in YOUR best interest. From planning to investment management to advice on buying a car, we are your financial life partners.

WARNING:  WE DO NOT ACCEPT CLIENTS THAT WE WOULDN’T WANT AS FRIENDS!

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Financial Planning

From one-time specific needs, to lifetime comprehensive planning.

Investment Management

Full unbiased portfolio management customized for your situation and risk tolerance.

Divorce Planning

Comprehensive financial analysis and guidance on negotiations.

 

Financial Coaching

Basic money skills for the non-CFO that needs to begin managing daily finances.

Smarter Financial Solutions - Woman with phone

Ready to stop worrying?

Set up your free consultation.

Your session will be our first chance to get to know each other and see if we’re a good fit. To best prepare, having a list of your assets and debts as well as some general financial goals and/or concerns will be helpful.

Access

your account.

Schwab.com

New Customers:

Go to www.Schwab.com and select First Time Users.

Confirm your identity and follow the steps to create your login.

Future Access:

For future access, click Access Your Account in the navigation bar at the top of the page and enter your username and password.