When you work with us you get:
Personalized Financial Planning & Coaching
Socially Responsible Investment Management
Tax Planning | Estate Planning
Trustee Advisory Services
We look at all parts of your financial life and partner with you to create a plan so that you can use these resources to go out into the world and live your best life. We support you to meet your financial goals while investing your money in a way that supports people and the planet.
Being a woman from the LGBTQ community, I believe that it is crucial to offer financial services customized to meet the unique needs of women with diverse economic means across generations. For the LGBTQ community, I also take into account our differences in family structures and roles, tailoring the approach to financial advisement to your relationship, needs and goals.
As a Certified Financial Planning Professional, Ella Taylor offers her financial expertise and in-depth investment knowledge to various trustees working as a trustee advisor to help you understand how your trust is currently invested, what investment options are available to you, and how to translate your values into investments. We focus on education and how to communicate your objectives to the other trustees of financial institutions.