As a wealth advisor, Stephanie helps her clients by talking truth to power. Stephanie believes that people who want to be told hard truths typically make the most progress in achieving all their life goals – not just the financial ones. She works closely with her clients, and their other professional advisors, to develop and implement a strategy that gets them out of their own way so they can achieve their best life. Stephanie works with “alpha” personalities - typically business owners, equity law partners and professionals transitioning careers or into retirement. Meeting her clients where they are, Stephanie works to build trust around commonalities - love of family, passion for career