An Elevated Financial Experience Designed For Women
Where professional women build wealth and invest in their dreams
Do you have big dreams but aren’t sure if they’re attainable? Are you looking for ways to more intentionally live your fullest life? Is it time to take your money to the next level? Women have so many meaningful opportunities, but many financial planning services can’t capture the nuance they bring to the table. You deserve a true financial partner that helps you hone your vision, build a comprehensive plan to support it, and provide the tools to help you live it every day. Money creates opportunities and opens up a world of possibilities—let’s explore them together.
Our Value Statement
Through holistic financial life planning, we guide, support, and empower women to align their money with their vision, values, and goals. We seek to create a safe, encouraging, and empathetic space where you are seen, heard, and understood. Here, your entire life experience matters. We care about your dreams, hopes, and struggles and help you find financial solutions that make you feel bold, powerful, and confident.
What Is Holistic Life Planning?
Money is a valuable tool to help you live your most ideal life. Life planning puts your goals and values at the center and builds your finances around them. Whether you want to change careers, make work optional, start your own business, or pursue a passion project, we can help ensure your finances support the steps you need to take to get there. By staying true to your values, we can help structure your investments to best support them. Your life plan considers your goals and values, investments, insurance needs, tax plan, estate plan, legacy building, and more.
The Power of Independence With The Security of Partnership
As a professional woman, it’s invaluable to know you always have someone on your side throughout all of life’s transitions. Our holistic approach ensures your life goals take first priority. When you have a financial partner who believes in you and shows you what’s possible with your money, you can confidently walk into your future.
Welcome to a Full -Service, Client -First Company
From the ground-up, we’ve always been dedicated to the complete client experience. Before becoming an advisor, I was a client. I know first-hand how powerful financial planning can be, and that experience inspired me to help other professional women find courage and excitement in their finances. As a fee-only fiduciary firm, I can ensure we embody this value. Being a fiduciary means we’re entirely committed to putting your needs first, both legally and ethically. Something that makes me different is that I didn’t have to find my way to fee-only; I’ve always been fee-only and have never accepted third-party commissions or sold financial products. I’ve chosen this premium framework so you can trust that the advice you receive is always intended to bolster you and your plan.A Personal Approach To Finance
I didn’t “grow up” in the industry or get my start in a major wirehouse; I chose to be in this industry from my time as a client, which directly influences the unique experience I bring to my clients. I’ll always see your plan as a client first and an advisor second. Doing so allows me to be so much more attuned to how your thoughts, feelings, and ideas, interact with the numbers—your life should inform the numbers, not the other way around.
Why You Deserve A CFP® Professional
Trust is a key tool to cultivate a genuine financial partnership. An important step to building trust is offering you the most outstanding caliber of service and advice possible—that’s why I have earned and maintained a CERTIFIED FINANCIAL PLANNER™ certification. I’m delighted to hold myself to the highest standards to more effectively help you achieve your goals. Learn more about what it means to be a CFP® Professional here.
Are you excited about connecting your money to your life?
Meet Your Financial Partner, Gretchen Behnke
Hi, I’m Gretchen, a CERTIFIED FINANCIAL PLANNER™ and REGISTERED LIFE PLANNER®, and I’m passionate about helping women find elegant solutions that inspire confidence in their financial and personal lives. Before I became a financial advisor, I was a client just like you. After my experience, I wanted to become a supportive thinking partner to other women navigating the many transitions in their lives. Professional women benefit from a supportive financial partner who believes in their dreams and helps make them a reality—that’s what I have the pleasure of doing every day.
EDUCATION
CFP® Education Program
Southern Methodist University
MBA, Finance
University of Texas at Arlington
BS, Journalism
Texas Christian University
Professional Designations
CERTIFIED FINANCIAL PLANNER™
View CFP Profile
REGISTERED LIFE PLANNER®
View RLP Profile
D BEST FINANCIAL PLANNER 2022
View D Magazine Listing
Media Mentions
Great financial advice should be accessible, and I love sharing my insights into financial planning issues that directly impact professional women. If you’re interested in learning more, check out a selection of my recent features.
After her accountants pulled her aside, supermodel Tyra Banks — worth an estimated $90 million — realized she was doing this money move ‘to a fault.’ Ironically, some pros say it’s a mistake you should make too
Business owners have options when it comes to retirement plans
Dollar Scholar Asks: Which Money ‘Rules’ Can I Safely Ignore?
How to avoid losing all your money on investing apps
Pandemic led to early retirement for many Americans
14 Big Social Security Mistakes Clients Make: Advisors’ Advice
Will Some RIAs Go Remote for Good?
Five Money Moves to Make Right Now to Overcome Your Biggest Financial Worries
Advisors Get Creative to Spark Stimulating Client ConversationsWomen have big dreams, and it’s time to manifest them.
Please take a few moments to fill out this short profile to make our meeting as productive as possible. After reviewing your information, we’ll get back to you in a few days via email to schedule your free consultation at a time that’s convenient for you. You may choose video conference or phone call at the time of scheduling.
I look forward to talking soon.