History
ARK began in September 2021 and added on some wonderful team members in October 2021. We are women financial advisors here to help set you up for success by shaping your financial life to reflect your core values and goals.
Specialties
Partnering with and empowering you to create financial purpose by employing highly personalized strategies that embrace core values in order to achieve your most fulfilling return on life. After a thorough values-based planning process, if you decide to let us pilot your investment journey we will provide diligent management though asset allocation and investment selection that adapts to the ever-changing market scene. We offer a completely judgement-free meeting zone. We are here to aid in providing a clear, concise understanding of how your money will be invested. Our hope is that with a combined 40+ years of experience in this industry, we can explain complicated financial terms in a relatable, understandable way to bring comfort and ease rather than anxiety and stress to your life. We adapt to the ever-changing market environment using technical math driven analytics to help you invest your money with confidence, and work to grow your money tree over time. We follow two different investment methodologies - Point & Figure Charting and Rules-Based Methodology. Read more about these on our website.