About Us

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complexities of life and career. Especially in times of transition, our team is prepared to coach you and your family with the decisions you need to make to meet your goals.

Welcome to TechGirl Financial

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention and a customized financial strategy- from planning to execution to follow-up. We take a proactive approach to helping you develop a financial strategy to address your financial goals and objectives, using the most efficient methods available. We work with a talented community of financial professionals to address your concerns and provide the data that helps you make informed decisions.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website, including our blog, podcast and newsletter. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Book Time With Our Team