About You

You’re a busy professional woman in the middle to later stages of your career (or maybe you’ve already retired!). You have a lot going on, but you want to make sure you’re making smart financial moves.

Whether you’re the family CFO or not, you want to be treated with respect. You won’t be afraid to ask questions and learn what you don’t know. You’d like to find someone you can bounce ideas off of, to get help making financial decisions, or to delegate to an expert.

Finances don’t have to be a drag. You probably are already in the habit of saving. You may be making a lot of money, but haven’t been intentional about what you’re doing with it.

If you’ve been thinking about working with someone forever, now is the time. Get your finances optimized and organized. Find inspiration in financial planning!

About Me

Nannette Kamien, CFP®, RICP®, MBA

I started my career as a financial planner in 2015 after transitioning from corporate business intelligence roles at GE Capital, US Cellular, and Discover Financial Services. It was a dream to build a wealth management firm where I could work with “regular people” like myself.

Fast forward 10 years and I’m back where I started - building a firm that serves professional women in their wealthbuilding and retirement journeys. I provide personalized services that are as unique as my clients’ needs.

FAQs

  • A fiduciary is someone who is legally required to put the client’s best interest before their own. I am a fiduciary 100% of the time in my firm. Some advisors only act as a fiduciary part of the time (or none of the time).

    I am a proud fee-only advisor. That means I am compensated only via client fees and not product sales or commissions. Fee-based advisors are not the same as fee-only. They are able to be compensated via a mix of client fees and commissions.

  • I am an independent Registered Investment Advisor (RIA). I am not compensated by any financial institution.

    For those clients who desire investment management services, I use Schwab (through GeoWealth) and Betterment to custody client assets.

  • No. We can manage any account size. However, we do have a minimum fee of $4,800 per year that can be paid through a combination of Financial Planning Fees, and Investment Management Fees.