To help newly single women find clarity and confidence
through compassionate financial guidance. 

My mission

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I’m a fee-only Certified Financial Planner® and Certified Divorce Financial Analyst® practitioner based in Granite Bay, California. I empower divorcees and widows to make smart decisions with their wealth that will form the foundation of their financial lives moving forward. 

FOUNDER + CFP®

Rachael Burns

Before founding my own firm, I spent over a decade advising high-net-worth families at Morgan Stanley, Merrill Lynch, and Ameriprise. During that time, I witnessed how often women experiencing divorce or widowhood were left feeling unseen, unheard, or unsupported by traditional financial advisors. The advice they received often didn't reflect the unique emotional and financial complexities they were facing. They needed more than just investment strategies - they needed a trusted partner who understood the weight of their situation and could walk alongside them with compassion and expertise. I knew there had to be a better way.

NAVIGATING LIFE'S CHALLENGES WITH YOU


Certified Financial Planner ®
Certified Divorce Financial Analyst ®
MBA and MASTERS in PERSONAL FINANCIAL PLANNING

You Don't have to do this alone. 

I'm On Your Team. 

SCHEDULE FREE DISCOVERY CALL

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

I'm only a call away.