To make quality financial planning services accessible for millennial women when they need it most. 

My mission

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I’m a fee-only Certified Financial Planner® practitioner based in Northern California, serving women all over the US. My specialty lies at the intersection of grief and finance, specifically helping newly single women regain financial independence and hope for their futures in the wake of divorce and widowhood. 

FOUNDER + CFP®

Rachael Burns

Over the past 12 years, I’ve advised hundreds of high net worth families, working for ‘traditional’ wealth management firms including Morgan Stanley, Merrill Lynch, and Ameriprise. I wanted to share the lessons, habits, and values that led these families to their wealth with my women my age. Women in the earlier stages of their financial journey typically don’t have access to the same support and resources as established investors… and I wanted to change that. My motivation was ignited — to make expert financial advice accessible to women when they need it most.

Sharing knowledge. Sharing wealth. 

Double Masters in Business Admin. & Personal Financial Planning

Certified Financial Planner ®
Certified Divorce Financial Analyst ®
Certified Private Wealth Advisor ®

You Don't have to do this alone. 

I'm On Your Team. 

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let's connect and see if we're a good fit.

I'm only a call away.