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Our Mission

               “Our Mission is to make a positive difference
                   in our clients' lives and in our community”

Financial confidence comes from planning for intentional financial success. At Shira Ridge we are passionate about helping people feel that confidence and achieve that intention. We strive to ensure that our clients’ plans and goals stay on track in spite of the emotional demands that often can derail the best of plans. Our view is that the financial journey should be enlightening...enjoyable...and empowering (the 3 E's!)

We will work collaboratively with you to help you achieve a lifetime of wealth management success.