Financial Confidence Begins with Clarity & Guidance
I’m Stephanie, and I support women in pursuing greater financial confidence through informed guidance, personalized coaching, and a clear understanding of their financial options.
Together, we navigate personal finance with intention so you can make decisions that support your goals and long-term plans for yourself and those you care about.
Financial Confidence Begins with Clarity & Guidance
I’m Stephanie, and I support women in pursuing greater financial confidence through informed guidance, personalized coaching, and a clear understanding of their financial options.
Together, we navigate personal finance with intention so you can make decisions that support your goals and long-term plans for yourself and those you care about.
Financial Confidence Begins with Clarity & Guidance
I’m Stephanie, and I support women in pursuing greater financial confidence through informed guidance, personalized coaching, and a clear understanding of their financial options.
Together, we navigate personal finance with intention so you can make decisions that support your goals and long-term plans for yourself and those you care about.
We believe women deserve financial guidance that feels clear, supportive, and grounded in their goals, not overwhelming or complicated.
At Chrysalis Capital Management, we believe clarity empowers you to move through financial decisions with greater confidence and understanding. We provide personalized guidance, thoughtful planning, and educational resources designed to help you navigate your financial life with intention.
Our approach supports you in pursuing financial stability, long-term security, and the goals that matter most to you.
Our Approach/Philosophy
Every financial situation is unique, and confidence grows when you understand your options and how your choices may support your long-term goals. We take time to learn about your priorities, lifestyle, and the intentions behind your financial decisions. From there, we offer thoughtful strategies designed to help you move forward with clarity.
Through open communication and ongoing guidance, we help you navigate your financial landscape with greater understanding and informed decision-making.
Our approach includes:
- Clarity: Helping simplify what feels complex so you can make informed choices.
- Education: Providing knowledge, tools, and perspective to support your financial decisions.
- Connection: Building trusted relationships grounded in transparency and ongoing support.
Ready To Gain Clarity and Confidence In Your Financial Decisions?
As a trusted wealth advisor and coach, our role is to support you as you navigate your financial world with greater understanding and intention. We focus on helping you explore your options, clarify your goals, and consider strategies that may support your long-term financial plans.
Whether you’re seeking more confidence in day-to-day money decisions or looking for guidance on broader financial planning topics, we’re here to offer thoughtful, educational support every step of the way.
HERE’S WHAT WE DO:
01
Planning & Guidance
We provide personalized financial planning support designed to help you understand your financial landscape and consider strategies that may support your short- and long-term goals.
Our planning process focuses on increasing clarity around your current financial situation, identifying priorities, and offering guidance that can help you make informed decisions.
We support clients with:
- Reviewing your financial picture
- Exploring planning options based on your goals
- Understanding potential risks and how to navigate them
- Considering approaches to retirement, estate planning, business planning, and major life decisions
WORK WITH US
02
Advisory & Management
Our advisory and management services offer ongoing support as you navigate investment decisions, plan for the future, and pursue long-term financial confidence.
We take an educational, client-centered approach designed to help you understand the options available to you. Our fee structure is transparent, and our guidance is grounded in research, thoughtful analysis, and a commitment to helping you make informed choices.
We Support Clients With:
- Long-term advisory relationships
- Investment management aligned with your goals
- Retirement planning considerations
- Estate planning coordination
- Navigating life transitions with financial clarity
WORK WITH US
“When I dare to be powerful, to use my strength in the service of my vision, then it becomes less and lesss important whether I am afraid.”
I’m Stephanie, and I’m not your typical financial advisor.
I’m committed to offering a more approachable way to navigate wealth management. No jargon-filled, overwhelming conversations, just clear, engaging guidance that makes finance feel as welcoming as planning your next favorite getaway.
Empowerment, to me, means having the space to explore your goals, the tools to pursue them, and the confidence that comes from understanding your financial options. It’s about having support that reflects what matters most to you.
Empowerment looks different for everyone — whether you’re celebrating a career milestone or making thoughtful financial decisions that support your future. It’s that inner feeling of, “This path feels right for me.”
I support that process by offering knowledge, perspective, and tools to help you make informed choices. When you feel confident in your decisions, you create a positive ripple effect for others. And truly, information is at the heart of empowerment. It’s about understanding how money works, how strategies are formed, and how your decisions can support your long-term goals.
But your financial journey isn’t only about numbers. I believe in living life fully, too.
When I’m not immersed in financial conversations, you’ll find me in the kitchen experimenting with new recipes, volunteering with organizations like the American Heart Association, or spending time at women’s shelters sharing insights on entrepreneurship.
If you’re ready to explore the world of finance with clarity and ease, let’s make your financial journey feel supportive, engaging, and grounded in informed choices.
FREE DOWNLOAD
Financial Freedom Compass
If you’re ready to gain more clarity and confidence as you pursue your financial goals, this guide offers a supportive starting point to help you better understand your options.
Inside, you’ll find simple steps you can consider at any stage of your financial journey. This resource is designed to help you navigate your next decisions with greater understanding and a clearer sense of direction.
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OUR MISSION
Helping people pursue greater financial clarity and confidence
Whether you’re just beginning your financial journey or seeking guidance, support, and encouragement as you explore your financial goals, we’re here to provide resources and perspective that help you make informed decisions.