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Where Women and Money Meet
Women supporting women in wealth-building through thoughtful and personalized financial guidance.
Your life & Money, Intertwined
Holistic Financial Planning Designed for Women, By Women
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Our Process
At Money Illustrated, we believe every woman deserves a financial plan that reflects her unique life and aspirations. Our process begins with an open conversation where we take the time to truly understand your goals, dreams, and concerns—whether that’s balancing career and family, building wealth, or planning for retirement.
From there, we design a personalized financial plan tailored to your needs and informed by your "why." We know that women face unique financial challenges, and we’re here to guide you through each step with compassion and expertise.
Throughout the planning process, you’ll gain the confidence, tools, and strategies to take control of your finances and build the future you deserve.
1. Initial Consultation
Let's Talk!
We'll start with a complementary consultation to understand your financial concerns, needs, and goals.
2. Life Planning
goals, dreams & money mindset
Let's get straight to the good stuff. Your financial plan is uniquely tailored to your life & dreams. We believe that your "WHY" is foundational to successful financial planning.
3. Financial Analysis
It's All in the Details
A comprehensive review of your financial situation, including income, expenses, assets, investments, and liabilities.
4. Projections
Where are you headed?
Based on where you are today, what does your financial future look like? We'll help you understand the most important actions to take today to accomplish your future goals.
5. Plan Presentation
Recipe for success
We develop a customized financial plan with all the steps to achieve your short-term and long-term goals.
6. Progress Meetings
Implementation & Review
Scheduled reviews ensure that you stay on track to achieve your financial goals and make any necessary adjustments as life inevitably changes.
Why Choose a Female Financial Planner?
We understand that women face unique financial challenges and opportunities. From navigating pay gaps and career breaks to planning for a secure retirement, we are here to help you every step of the way.
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Serving a Wide Array of Client Segments
Respectful Financial Guidance
Empowerment Through Financial Understanding
Life and Money: A Holistic Approach
Empathetic, Judgment-Free Advice
Customized & Adaptable
Our Services
Helping Women Build Confidence and Achieve Financial Freedom
At Money Illustrated, we recognize the specific financial hurdles women often encounter. Feelings of stress, doubt, or imposter syndrome can make it difficult to take the first step toward achieving your financial goals—but we’re here to change that. Our goal is to help you break through these challenges and feel confident in building your financial future.
We begin by understanding your unique situation and listening with compassion. From managing debt, building savings, or understanding how to invest according to your goals, we’re here to offer practical, judgment-free guidance. No matter your starting point, you deserve a plan as unique as you are, and we create strategies that fit your life—not someone else’s.
Our approach is built on empowerment. Complex financial topics become manageable when they’re explained clearly and step-by-step. We help you understand not just the actions to take but also the reasoning behind them. Success doesn’t require perfection—it’s about making informed, intentional decisions that align with your goals.
Together, we’ll create a plan that’s as dynamic as your life. You’ll leave each session with a renewed sense of control and the confidence to tackle financial challenges head-on. With Money Illustrated, financial planning isn’t just achievable—it’s transformative.
