Not your father’s financial planner.


Financial planning for modern dames.

You’re young. You’re professional. And to be honest, you might not know much about your money. It’s time to woman up and get financially savvy.

Financial literacy is sexy.

There’s no reason to be embarrassed. But instead of ignoring money (or that large student loan you may have), let’s work together so you can form a plan, and starting being intentional with your money.

 Because if you don’t plan for your future, who will?


Not just for rich people.

You might think financial planners are only for rich people. But how do you think they became rich? It’s never too early to start. (Even if you have debt.)


No stuffy offices.

Look, we don’t have to meet in a downtown shiny highrise. I’ve got a webcam. You’ve got a webcam. It’s virtual, baby.


Fee-only fiduciary.

What does that mean? I won’t get kickbacks from selling financial services to you. I will only suggest a product for you only if I think you will benefit from it.

What do you want your future to look like?

I bet no other financial planner has asked you that. Once we know where you want to go and what you really want, we can figure out how to make it happen. (And it doesn’t have to be a house, a trip around the world is a worthy financial goal, isn’t it?)

CPA. Strategist. Financial therapist.

Jamie Lopez graduated from UCLA and the went to go work as a financial analyst for a couple of big firms. By her late 20s, her friends started asking her questions about finances and she realized there was a real need for financial literacy among young professional women. She struck out on her own and has never looked back. When she’s not in the office, you can find her at an art gallery or walking her dog Piper at the beach. Look for Jamie’s upcoming e-course: Making sense of dollars and cents. Follow her for helpful financial tidbits at