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Helping you become
financially confident.

Would you like a simple, actionable financial plan that shows you every piece of your financial life in one place? Imagine if you could view all of your personal investments, insurance, real estate, income, taxes, debt, and spending in a single dashboard. AND track your progress as you work toward your goals? We've got you!

Ready to get organized?

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Client Centered

I look forward to helping you create an organized view of your money so you can focus your time and energy on what's most important to you.

Nicole Burdick, AAMS
Founder, LPL Financial Advisor
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What is a Money Maven?

What is a Money Maven?

The word "Maven" comes from Hebrew origins, and means "someone who understands", or "expert".

We believe you're the expert on what's important to you, and once you understand your money, you'll be empowered to make your own confident decisions.

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Our Services

Financial
Planning

In this process we'll review your Investing goals, Insurance needs, look for tax savings, and identify other actions to take to work toward your goals.

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Investment
Management

Smart investing doesn't have to be complicated. I'll work with you to understand your options, choose Investments, and review them regularlty.

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Educational
Classes

Even if you're not ready to become a planning or Investing client, we'd still love
to help you make confident financial decisions!

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Try our Free Financial Planning Tool!

Try our Free Financial Planning Tool!

See for yourself how easy our planning tool is to use! Create an account, enter as much (or as little) information as you'd like, and see how organized you feel. We think you'll love it as much as we do.

Inspirational Thoughts

“We should appreciate the women on whose shoulders we stand, women who said the same things we said many years later, but [at a time before] society was willing to listen.”

-Justice Ruth Bader Ginsburg

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