Your financial future is unique and multi-faceted...just like you.

We are mosaicfi.

It's nice to meet you.

We are honest and open about our fees and business practices.

who we are

Our Mission

We share our findings with you. We are an unbiased partner and a thoughtful voice.

Our clients deserve the best service. Our practice is intentionally smaller so that you can speak directly with your advisor.

who we are

Our Mission

Each client has a unique set of circumstances. We factor in all of the hard data as well as your risk tolerance and preferences. We want you to be successful and enjoy peace of mind.

who we are

Our Mission

Our mission is to provide women and their families with personalized financial advice and empower them to make informed decisions and live their best lives. We believe the best thing we can do for our clients is to help them find peace of mind that they are on track to achieve their goals. We accomplish this through our extensive experience in financial planning and investment management. As a fiduciary to all of our clients it is our duty to put our clients' best interests first. In all the work we do, we commit to transparency, honest communication, tailored solutions, and outstanding service.

​TRANSPARENCY

HONEST COMMUNICATION

GREAT SERVICE

TAILORED solutions

who we are

Our Mission

Our mission is to provide women and their families with personalized financial advice and empower them to make informed decisions and live their best lives. We believe the best thing we can do for our clients is to give them peace of mind that they are on track to achieve their goals and maximize their wealth. We accomplish this through the highest standards and excellence in financial planning and investment management. In all the work we do, we commit to transparency, honest communication, tailored solutions, and outstanding service. 

We are honest and open about our fees and business practices.

We share our findings with you.
We are an unbiased partner and a thoughtful voice.

Our clients deserve the best service. Our practice is intentionally smaller so that you can speak directly with your advisor.

Each client has a unique set of circumstances. We factor in all of the hard data as well as your risk tolerance and preferences. We want you to be successful and enjoy peace of mind.

let's work together

Our clients value knowledge, education and planning. Generally they have more than enough responsibility on their plates and prefer the partnership of female financial experts. As women our responsibilities change over time whether raising families or caring for aging loved ones. We also have careers to manage and retirements to plan for throughout our lifetime. Our clients appreciate the partnership they enjoy with us.

Our Clients

who we work with

Work With Us

1

2

3

our process

Ready to start the conversation?

Schedule an introductory call to see if we are a fit for your situation and objectives.

This information provides the basis for a comprehensive financial plan which we will review with you in detail. For investment management clients, once the financial plan is agreed upon, we will move forward with a tailored investment program and update the financial plan over time as your situation changes. 

Once you engage us, we begin the discovery process focusing on your needs, objectives, family, and financial details. This generally entails 1-3 meetings.

Be informed about finances. Be inspired to take action.
Our monthly newsletter does both.

sign me up

newsletter sign up