Did we just become best friends?
Okay, it’s time to get cozy. I’m Alleson, and I have a
secret I want to let you in on
No one has this whole money
thing figured out
I know, you probably had a sneaking suspicion
about that bit of tea already, didn’t you?
But I’m here to confirm that most of the big name brands you see out there that look like they’ve got it all together are either leaving their money in the hands of the “Turbo Tax Gods” (Might as well be an eight ball) or just plain wingin it.
I say this to let you know, there is no shame in your game. I’ve seen it all and let me tell you: no matter how messy you think your situation might be …there’s hope. And I’m not just saying hope to fix where you currently are, I’m talking about hope that before you know it you’ll be packing up all your things and permanently moving into that space of financial peace you’ve been dreaming of.
And most importantly, you can do so without feeling like you’re selling out, compromising your value, or settling for less than what you want in life.
I know, because my life’s work is to challenge the usual financial advisor attitude by combining math crunching with genuine, unfiltered emotion, and I do just that day after day for my clients. Consider a partner that understands the complexities of finance while also digging deep into what makes you tick—whether it’s the stories behind your tattoos, the passion behind your company goals, or simply your distinct style. Yup, that’s me.
An Adventure Motivated by You
My career path as a financial advisor was shaped by the experiences of (mostly) women who, like you, have an unwavering drive to follow their own paths rather than by convention. Women who seek not only prosperity but also meaning and soulfulness in their business dealings, balancing the practical with the poetic. Your goals, difficulties, and victories inspire me to do this work.
People That Light my Fire
I am drawn to people who are passionate about living a holistic existence and who view wealth as a tool to help them create a life full of meaningful experiences rather than merely a means to an end. Dreamers and doers, these are accomplished, progressive individuals who respect authenticity, pursue personal development, and proudly own their individual identities. We’re probably the ideal match if you’re looking to combine financial success with moral principles. Our personality types range from the quirky and down-to-earth to the innovators with a cause.
Imagine having a financial partner who is willing to explain the intricacies of investing and taxes (like you’re 5 years old when the occasion calls for it) or to commemorate your most recent financial achievement (mimosas, anyone?). I’m your own financial concierge, and I give a partnership in addition to advice. In order to make sure that every choice you make is in line with your true desires and ideal lifestyle, we work together to manage the ups and downs of your financial path.
Fundamentally, finance is like whatever you store in your undies drawer, very personal. It’s a story woven with the most important events, goals, and struggles of your life. My method is to pay close attention, understand everything, and then take deliberate action, developing plans of action that are in line with your unique narrative. I know transformational financial planning may sound far fetched…but I can promise you that you won’t come out of this partnership as the same person you came in as.
No, I’m not your uncle’s old friend John from so-and-so bank, and that’s a good thing. Because it means I understand where you put your money makes a statement for you and how you do business is how you do life. Big same, friend.
When you work with me you’ll always find compassion, understanding, and a dash of whimsy to our conversations. I see the subtleties of your way of life, the vivacity of your interests, and the genuineness of your goals. As a proud member of the LGBTQ+ community, I contribute my entire self to our collaboration, cultivating an atmosphere of transparency, trust, and a shared desire to see you succeed.
Set Out on an Adventure With Me
It takes a village to raise your personal wealth, and that’s why your financial journey shouldn’t be taken alone. As your financial partner, I’ll help you discover undiscovered places, unearth valuable secrets, and—perhaps most importantly—enjoy the journey. Your goals should have a corresponding financial plan, regardless of how audacious or outlandish they may be. Together, let’s create that.
Are You Prepared to Rewrite Your Financial Story?
I’m here if you’ve been longing for a financial advisor that understands you, who embraces your individuality while guiding you toward financial independence and clarity. Together, let’s set out on this life-changing adventure and create a financial strategy that is as unique and exciting as you are.