Financial independence may not be as far off as you think
See for yourself how much you really need
Retirement calculators and rules of thumb aren’t enough. With Up Adviser we can explore multiple scenarios together- and you can see for yourself what you really need to be financial independent.
It’s not just about investing, you need a big picture view of all your financial assets and opportunities. With Up Adviser, I’ll help you manage all your finances.
A financial planner for over 10 years, I help women pursue their passions and build the lives they want through wealth creation and financial independence. I build long-term relationships with clients because I believe effective financial strategy requires a holistic, long-term view. There are no short-cuts or quick fixes.
Data security is my highest priority
I know your personal data is precious- Up Adviser takes great precautions protecting it. Including Microsoft Azure Certification, regular third party audits of the system and end-to-end encryption to assure confidentiality.