Your Refresh Experience

We look forward to getting to know you!

Our firm is dedicated to providing clients with a better financial experience. With decades in the industry, we’ve observed that women communicate and approach financial matters from a longer term and balanced perspective. Rather than taking unnecessary risks with money, women focus on understanding their choices and making decisions with the bigger picture in mind. We are committed to creating an environment where our clients become more connected and in control of their financial life. Our mission is to get you organized, align your money with your values, and manage your investments with your priorities so you have the liberty to focus on the true passions in your life.

Having financial peace of mind frees you to focus on what you do best.