Erika Pieger Odell

While the strategies that my team and I provide are broad in scope, our approach is completely individualized. We deliver the personalized attention to expect as we build a structured plan focused on achieving your financial and legacy goal, while paying particular attention to:

• Life Style Management: We play particular attention to the timing of milestone events, as well as on-going spending patterns to offer you a set of lifestyle guidelines that help assure that your retirement – and other key goals – are not compromised.
• Asset Growth and Preservation: Asset management aims to achieve the best possible investment returns that are consistent with your level of risk. We offer you a wide range of strategies that apply long-held investment principles to help your assets appreciate appropriately. Most importantly, we the open free decision making within a cost effective structure.
• Risk Management: Life's risks manifest themselves in many ways – from loss of health to loss of life – and have the potential to impair the efficiency of a thoughtfully developed plan. Erika and the team proactively address these concerns in a number of ways, ranging from insurance reviews to liquidity strategies.
• Legacy Planning: Delivering an estate to the next generation or a favorite charity requires more attention than families often commit. Coordinating with outside estate and tax professionals, we align estate planning goals with the appropriate asset titling and beneficiary designation requirements, while incorporating best practice tax strategies to help enhance results.

We are change navigators for women and their families.

We work with educated, influencal and successful women who recognize the need for, and the benefit of teaming with a financial professional to help them, their significant others, and their families, plan for and work through life's changes like buying or selling a business, a change in career, launching children into college, marriage, retirement, or course corrections due to divorce, declining health or death. We bring the services, resources, and life experiances to our clients and their families that they need to ensure that their goals and asperations are understood, and a financial roadmap created to give them the confidence that each new chapter of their lives can be met with financial confidence.

We focus on our client's dreams and their goals, as we help them accumulate the financial wherewithall they will need to realize those dreams and reach those goals.

Our clients include :

- Educators.
- Entrpenures,.
- Professionals.
- Business Owners.
- High net worth individuals and their families building long-term legacies.
- High-tech professionals holding concentrated positions, and
- Pre and early retirees building financial pathways to and through retirment.

Whether our clients' goals are to travel the world, fund or found a charity, build a legacy, teach, live overseas, buy a second home, or to simplly remain in the the family home upon diagnosis of serious illness, we help them build the financial plan they need to help them reach their goals. We can help you too.

Our process begins and ends with listening to you. We ask you questions about what is important to you and then we listen. Through each step we provide unbiased advice and investment insights to you as we develop and recommend and investment strategy that is uniquely yours.

Discovery:
We begin with an in-depth conversation with you where we listen carefully to understand what is important to you, your family and your legacy.

Through this discussion, we learn about the values that shape your decisions and identify any circumstances unique to your personal situation.

Analysis:
Next we collect and review important financial documents.

We analyize for current and future situation, identify any potential short falls, and discuss the impact of unexpected life events.

In this step, we may also reach out to your CPA and estate attorney as we preform an estate and wealth planning analysis.

Plan Development:
Here we utilize various planning tools and techniques to develop a tailored and detailed strategy with specific recommendations to help you grow, preserve, and transfer your wealth.

This serves as the foundation for for building your initial plan as well as future investment decisions.
Presentation Meeting:

I this step, we present a comprehensive plan designed to achieve your goals.

As part of our presentation, we will explain our investment selection planning and asset allocation strategy.
We will also provide costs and detail on how we monitor performance.

Implementation:
Upon your approval, we will begin to exercise the various strategies presented.

We will also set up tools to provide you with easy access to your accounts and provide on-going update to ensure your plan is implemented as expected.

On-going Service:
We focus on developing a relationship that has special meaning to you and your family.

And, because markets and personal needs evolve over time, we speak with your regularly to held ensure your plan remain on track toward achieving your goals.

We work each day honoring Morgan Stanley's core values:

Do the right thing, put clients' first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

We live by our personal core values of ethics, building relationships, and collaborting with others to provide innovative solutions that create long-term value for our clients and our community.