Women and Diverse Communities
Isobelle Ives
Financial Advisor|ChFC®
Elevating the financial planning experience for woman & diverse communities
Client Testimonial
Belle consistently breaks down the stereotypes of financial advisors and has been a tremendous asset to our lives. She has made financial planning approachable by explaining concepts and terminology in ways that are easy to comprehend. Belle took the time to get to know us and our goals, and as a member of the LGBTQ+ community, we trust that Belle understands our values. We consistently recommend Belle to all of our friends and will continue to do so.
Client Testimonial
My husband and I have been working with Belle and her team for roughly a year and have never felt more confident and secure about our finances. I didn't meet Belle as a financial advisor; I met her on a personal level first. (She adopted a cat that I was fostering!) And through this genuine and serendipitous connection, it was a very easy decision to work with her. My husband and I played with the idea of working with a financial advisor for years but needed help figuring out where to start. It always felt like our bank was trying to tell us something with no understanding of our personal financial goals or situation. But Belle is deeply invested in her clients as people, and she uses this understanding to present financial offerings that make sense for your present and future. She makes the incredibly daunting financial planning task into a comfortable, understandable, and fun experience.
Client Testimonial
It's great to work with Belle and team, as they always make you feel like you're their only client. Talking with Belle feels like discussing financials with a friend, putting you at ease with something that can be daunting.
Client Testimonial
Working with Belle has been such a pleasure, and completely changed the way I save for my future. Before meeting Belle, I had no idea how to invest my money. After numerous meetings and phone calls with her, I not only feel confident about my investments, but I have much more knowledge about saving, investing, and all the different avenues there are when it comes to planning for the future. Belle has not only taken the time to educate me, but has made a true effort to get to know me and my family. I feel at ease knowing she is guiding me through this process and couldn’t imagine working with anyone else! I am very grateful for all of her help!
Client Testimonial
I appreciate you being understanding and accommodating with scheduling. I also want to thank you for explaining things to me in a way I would understand. You were very friendly and easy to talk to, which made me feel more relaxed and comfortable speaking with you.
Client Testimonial
With a keen attention to detail, Belle has been uplifting guide to financial best practices as well as a hub of information for all types of financial decisions. She and her team have been catalistic to my financial prosperity.