Feeling late to investing?

Invest with confidence - without jargon, judgment...or finance-bro energy

1:1 coaching with a CFP® so you can make informed decisions about retirement, stock equity, and building real wealth - on your terms.

Book a free 20 minute call

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

For decades, women were treated like spectators in the investing conversation. Advisors talked to husbands, brothers and fathers. Education was written in code. The “experts” made it sound complicated - on purpose.

  • Instead of support: product sales.

  • Instead of clarity: jargon (and mansplaining).

  • Instead of attention: dismissal and being ignored.

I’m here to make investing make sense - and put you back in the driver’s seat.

Finance bros not invited

Book a free 20 minute call

Does this sound like you?

✔️ You feel like everyone is investing and you’re stuck in confusion.

✔️ You inherited money (or received assets in a divorce) and you’re not sure who to trust.

✔️ You’re getting married - or divorced - and need a clear plan for your finances.

✔️ You don’t know what you’re paying your advisor - or how to challenge them.

✔️ You want clarity on retirement, but you’re not sure what “enough” even means.

✔️ You have RSUs or stock options and want someone to translate it to “every day” language

If you nodded yes, you’re exactly who I built this for

Book a free 20 minute call
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

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