Ready to actually understand your money?

I help women invest with confidence. No jargon, no judgment, no suits.

The financial industry wasn’t built for us…and that’s exactly why I’m here.

For decades, the investing conversation left women in the waiting room. Advisors talked to our husbands, our brothers, or our fathers. Financial education was written in code. The “experts” made it sound complicated on purpose.

You went looking for help with your money. What’d you get? Product pitches, jargon, mansplaining, and the distinct feeling you were being tolerated, not heard.

I’m here to change that.

Ready to fire your advisor?

Does this sound like you?

✔️ Everyone around you seems to know what they're doing and you're sitting there thinking, how?

✔️ You’ve inherited assets (or been awarded them in a divorce) and don’t have a clue and no idea who to trust.

✔️ You’re getting married (or divorced) and have no idea how to navigate finances going forward.

✔️ You have no idea how to talk to your advisor, let alone what you're paying them.

✔️ You would like some clarity on retirement saving.

✔️ You receive stock units (or options) from your employer but it all feels like a foreign language.

Ready to take charge of your investing life? Schedule a free, no obligation call to learn more

Let's Chat!

How I can help

Sign up for a single strategy session or work with me for as long as you need. Coaching sessions will meet you where you are and take you to the next step in your journey.

Ready to take the reins yourself? Join the waitlist for an interactive investing course coming early 2026.

What's included?

Ready to learn more? Let’s have a 15 minute chat to see if we’re a good fit

Hey, I’m Alicia

I’m a Certified Financial Planner™, but my passion is helping women realize they already have what it takes to manage their own money.

Over the course of my career as a “traditional” financial planner, I became more and more aware of the fact that the financial industry is broken. I became a financial planner to help people and then realized that wasn’t my job. My job was to make rich people richer and sell products. Hard Pass. When only wealthy people have access to advice and guidance, that’s a problem. It’s my mission to fix that.

More about your coach

🩵 Kind words from clients 🩵

  • “I love meeting with Alicia. She is very knowledgeable about all my investing questions and is giving me the confidence to work towards taking charge of my investments in the future.”

  • “Coach Alicia is a gem. Truly. I learn SO much from her every time she speaks and her care and warmth are evident. Love working with her.”

  • “I felt like Alicia really listened to me and was very helpful to my specific situation.

  • “Coach Alicia's expertise is invaluable! This combined with her genuine and sincere kindness makes her a truly wonderful teacher. I'm learning so much for her coaching. Thank you!”

  • “Coach Alicia is great to work with! I always learn something new and leave the meeting with clear steps as to what I should do next.”

  • "Alicia clearly knows a lot about financial matters and I left feeling affirmed about what I have done with my money up to this point, thank you!"

Ready to learn more? Let’s have a 15 minute chat to see if we’re a good fit

Ever felt like the money talk wasn't for you? That was by design.

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Ever felt like the money talk wasn't for you? That was by design. 🩶