Where Wealth Meets purpose
We are a boutique, women-led fiduciary financial planning firm dedicated to helping women align their wealth with what matters most. As a fee-only firm, we serve as a trusted partner for clients navigating life’s transitions—both expected and unexpected—helping them make thoughtful decisions with purpose and direction.
Unlike traditional financial firms, we integrate financial planning and investment management with coaching, behavioral finance, and community. We offer multiple ways to work with us, allowing each client to engage in a way that supports her unique goals, values, and stage of life.
Through our partnership with Savvy Advisors, Inc, a modern wealth management platform with more than $4 billion in client assets, we combine the personal attention of a boutique firm with the resources of a national organization. Savvy provides institutional-grade investment capabilities, technology, and the operational infrastructure that supports an exceptional client experience—from onboarding forward.
widows
Sally lost her husband of 30 years. She was overwhelmed and grief-stricken. We helped her pull the financial pieces together and feel confident that her money will not only last her lifetime but allow her to gift to her children and charity now.
divorcees
When Joan began the divorce process, she was worried about what her next chapter would look like financially. We built and compared multiple financial scenarios and assessed the tax consequences of different asset-division approaches, giving her the ability to enter settlement negotiations with confidence.
couples
Bob and Jane were married for 40 years. Bob handled most of the finances but knew statistically Jane would likely survive him. They turned to us to bring all the pieces of their financial life together, so both could feel confident and secure—no matter what the future held.
business owners
Jennifer built a successful floral business, but she needed thoughtful guidance to align her entrepreneurial decisions with her personal financial life. We partnered with her to integrate business strategy and personal planning—coordinating cash flow, tax strategy, retirement options, and long-term goals—into one cohesive plan. The result was a unified approach that supported her company’s continued growth while honoring her broader priorities and vision for the future.
Frequently Asked
Questions
We are a boutique, women-led fiduciary advisory and coaching firm designed for women navigating meaningful life and career transitions. Our approach centers on wealth with intention—blending technical financial expertise with coaching, behavioral finance, and community to help clients align their money with their values. Through flexible ways to work together, we meet clients where they are and support thoughtful, purpose-driven financial decisions.
While our specialty is supporting women going through life transitions such as divorce or loss of a spouse, many of our clients are couples, families, and men who align with our mission and value a coaching-based, holistic approach.
We start with a discovery conversation to understand your goals, values, and current situation. From there, we co-create a plan—whether that’s a one-time project, a coaching engagement, or ongoing wealth management. Every relationship begins with clarity on expectations and outcomes.
We are an independent, fee-only firm. That means our compensation comes directly from you, not from selling products. Depending on your needs, you may pay a flat project fee, an ongoing planning fee, or a percentage of investments under management.
Comprehensive financial planning (investments, estate, retirement, tax strategies, and more)
Flat-fee project-based planning in areas such as strategy, estate planning, investment analysis, business succession, or divorce planning
Financial coaching and values alignment
Community and education through the Sorelle Circle (podcast, workshops, retreats, and peer connection)
Introducing The Sorelle Circle
A space For Women
We know the journey is easier when shared with others.
The Sorelle Circle is more than a community - it’s a place to learn, connect, and grow alongside women who truly understand what you’re going through.
Whether you want to feel more confident about your money, rediscover your goals, or simply feel less alone in the process, the Sorelle Circle is here for you.
Because at Sorelle Wealth Partners, you’re not just a client. You’re part of a community.