Hayley Dickson

Passion and dedication are at the core of what we do. That translates to value for our clients.

Ours is a practice where knowledgeable clients collaborate with our financial professionals. Discerning individuals with limited backgrounds and understanding of investment strategies come to relinquish shame, fear, and paralysis over their economic reality. Even amongst highly educated people, many have never acquired the critically important resource of a sound financial grounding. Since economic sustainability relates directly to social mobility and emotional health, this deficit adversely impacts the range of our choices, and those of our families. We aim to change that narrative.

Financial planning should be a seamless, empowering, exciting adventure. But, for many Americans, it is daunting and rarely at the top of their priority list. We know it is vital to make your money work for you. We know there are significant consequences to not prioritizing this conversation. Yet most find a way to stay stuck in a pattern of procrastination.

What could be more important than optimizing the dollars you work so hard every day to earn? Busy isn't sexy. Productive and fulfilled with peace of mind around your finances? Now that's sexy.

Our initial meeting with new clients focuses on their hopes and aspirations. With those goals in mind, we analyze their current resources and existing portfolios and discuss gaps and challenges around their planning. We aim to understand where they've been, where they are now, where they want to go, and most importantly, why. We construct a comprehensive plan with tailored recommendations to help them achieve their goals. We demystify the complexity around the financial markets, mentoring our clients - especially women, LGBTQ+, and POC - to help them create the economic security they have always desired, so they can live their best life.