Broker Check

Who We Are

FEMALE-FOUNDED.
PURPOSE-DRIVEN.

Grounded in advanced, specialized credentials that strengthen our advice.



Meet The Team

In partnership with Jody, our team brings complementary expertise
and a shared commitment to guiding you with clarity, confidence, and purpose.

Lauren Chanley, CDFA<sup>&#174;</sup>

Lauren Chanley, CDFA®


Founding Member,
Certified Divorce Financial Analyst®

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Chelsea Chiswick, CLU®, CFP®


Founding Member,
CERTIFIED FINANCIAL PLANNER®

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Alison<br/>Hingle, CFP<sup>&#174;</sup>

Alison
Hingle, CFP®


Founding Member,
CERTIFIED FINANCIAL PLANNER®

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Laura Hingle,<br/>mBA, CEBS, ChFC<sup>&#174;</sup>, CFP<sup>&#174;</sup>

Laura Hingle,
mBA, CEBS, ChFC®, CFP®

Founding Member,
Employee Benefits Specialist, CERTIFIED FINANCIAL PLANNER®

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Logos displayed for illustrative purposes only; no endorsement implied.

What Drives Us

What Drives Us

Women navigate financial transitions that are often overlooked—career shifts, caregiving, business ownership, divorce, widowhood, longer lifespans, and complex family dynamics. For too long, the industry has spoken to women, not with them.

We’re here to change that.

Our mission is to empower women to flourish—financially, personally, and professionally—through holistic planning, clarity‑driven wealth management, confidence‑building education, and a community rooted in connection and support.

We meet each client with intention, listen deeply, and design strategies that align with their goals, values, and vision for the future. When women gain clarity around their finances, they don’t just grow wealth—they expand possibilities.

We believe knowledge creates freedom—the freedom to make confident decisions, the security to navigate change, and the ability to live in alignment with your values.

Guided by Purpose

Education
& Clarity

We help clients understand their wealth, build confidence, and make informed decisions.

Holistic
Thinking

We align life goals, family dynamics, and financial priorities within every plan.

Authentic Partnership

We build relationships grounded in trust, transparency, and long‑term alignment.

Connect
& Grow

We create space for support, shared insight, and stronger financial confidence.

How We Work With You

COORDINATED. INSIGHTFUL. CLIENT-FOCUSED.

  • We simplify complexity, provide thoughtful education, and align every recommendation with your broader financial life.

  • Clients engage us individually, as couples, or as families.
    We encourage inclusive planning—because a sound financial strategy reflects the full picture, not just one part.

  • We believe confident decisions begin with clarity—and that alignment across a household strengthens every outcome.

5 Things to Tell Your Financial Advisor

Our Core principles

That Shape Our Advice—And Your Experience.

CLEAR

We simplify complexity and communicate with transparency.

SUPPORTIVE

We guide with empathy and responsive, thoughtful care.

ALIGNED

We ensure every recommendation reflects your goals and values.

COLLABORATIVE

We work with you, your household, and your other professionals.

Our Strength & Stability
 

A strategic initiative of The Falcon Financial Group,
operating in alliance with Equitable Advisors, LLC.

This structure allows us to provide:

Boutique, personalized planning
Robust operational infrastructure
Access to comprehensive financial strategies and solutions
Compliance‑driven standards and oversight
You receive the attention of a focused, specialized team;
with the stability and support of an established financial organization behind it.

It’s the best of both worlds.

Our Commitment To Learning

Education is not an add-on—it is central to how we operate.
We believe knowledge creates independence. And independence builds freedom.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More

What’s Your Investment IQ?

What&#8217;s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Learn More

Contact Us
Get In Touch Here!

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