Feeling left behind by the financial industry?

You’re not alone — and I totally get it

I help women invest with confidence—without jargon, judgment...or 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.

  • Instead of support, you got product pitches.

  • Instead of clarity, you got jargon - and mansplaining.

  • Instead of attention, you got invalidated and ignored.

I’m here to change that.

Let's kick the Finance Bros to the curb

Does this sound like you?

✔️ You feel like everyone is investing and you’re just confused.

✔️ 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 - or what you’re paying them

✔️ You would like some clarity on retirement saving

✔️ You receive stock units (or options) from your employer and need help demystifying it all

Let's Chat!

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

How I help women like you

Sign up for a single strategy session or work with me for as long as you need. Our 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 lean in to their power and intelligence and take charge of their financial lives.

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. The industry is not designed for women, it’s not even designed for “average” individuals regardless of gender. When only wealthy people have access to advice and guidance, thats a problem - and I’m on a mission to fix it.

More about your coach

🩵 Love from our 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

For every woman who's ever felt like the money talk wasn't for them

🩶

For every woman who's ever felt like the money talk wasn't for them 🩶