Why Ignite

We make financial decisions
clear, simple & intentional

Focus on what matters to you and let us manage your financial complexities

You deserve a partner that addresses the nitty-gritty details without losing focus on the bigger picture. With services that extend far beyond standard financial planning, you can feel confident that all of your goals are integrated into a single, workable plan.

As your personal CFO,
we help you:

Simplify Your Life

  • See your assets and liabilities in a single page with your personalized financial ‘map’.
  • Transfer your to-dos to us. We track key election and action dates on OUR calendar to ensure nothing gets missed.
  • We securely transmit your investment tax documents directly to your CPA and coordinate tax strategy to take the stress out of tax time.

How We Stand Apart

  • We were you once – we WERE high level executives with national and global responsibilities, so we understand the demands for your time and attention.
  • We take planning seriously – unlike many firms that provide planning as a ‘sticky’ element to try to keep clients or illustrate a ‘need’ in order to sell specific products, we LEAD with planning. We feel strongly that the advice we give provides far more value than any product ever could. You will never see us push a product or investment returns as the holy grail.
  • We are 100% independent - we are not beholden to any corporate overlord telling us what product quotas or services we have to push on any given day. All of our recommendations are based on our in-depth research and analysis of YOUR specific needs, not big brother’s balance sheet.
  • We are woman owned – as one of the few women financial advisors worldwide and an even smaller number of women-owned firms, we are proud to be part of an elite group. We’ve earned our spot and we invite you to learn why.
  • We are fiduciaries – We place your interests above our own. A badge we wear proudly as a matter of integrity and daily practice for us. Not just something we say, it’s what we do.
  • We’re tech nerds – with a background in technology prior to finance, you will find we EMBRACE technology as a way to improve our ability to solve for our clients and make connecting with us easier.

We Talk-the-Talk and Walk-the-Walk

As executives, we managed large national and global teams. Decisions were made based on KPIs (Key Performance Indicators) and OKRs (Objectives and Key Results). Actions were only taken once the landscape and options were clear.

We find our clients expect the same in their financial lives. We leverage our experience to deliver analysis and results to you in a framework that you can relate to, keeping your focus where it matters most.

When you’re ready for a partner you can trust to lead your financial team, let’s chat. We think you’ll find we speak your language.

Learn More About How We Can Help

Meet the
Ignite team
 
Your Experience
 
Educational guides
 
Insights
and articles