Guiding the modern day woman through financial change during life's most uncertain times
Navigate change and make informed decisions that benefit you long term.
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Certified Financial Planners
15+ years of experience
Certified Financial Coaches
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certified financial planners
We look at the big picture
At SplitWell, we work together in determining whether you are on track to meet your goals and then outline your path to overall financial success. We eagerly face the challenge of providing services to address your complicated, ever-evolving financial life.
170M+
assets manageed
100%
client statisfaction
100K+
accounts managed
Fee only financial advisors
We are proud to be fee-only financial advisors.
We eagerly face the challenge of providing services to address your complicated, ever-evolving financial life.
Our clients best interest first: We are proud to be fee-only financial advisors. Fee-only means that we are only compensated by the fees clients pay for services and not by commissions, kickbacks, or affiliates for recommending certain products.
Contact monitoring: Just import your contact list, segment your contacts and we'll get you a detailed real-time report of their activity.
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our process
Simple Client Onboarding
Through ongoing wealth management, we manage your investment portfolio and navigate your finances through the life's uncertainty.
Step 1: Introduction Call
The first step towards financial fulfillment begins with a complimentary15-minute call.
Step 2: Financial Discovery Plan
Preparation meets action during this meeting. We deliver your Financial Plan and break down each component.
Step 3: Implementation
Lastly, you receive complimentary Financial Plan revisions if there are any changes in your financial situation.
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financial Services overview
Let's set you up for long term sustainable success
Know what works and leverage your data to constantly improve.
Cash Management: This refers to the process of collecting and managing cash flows. Cash is essential for day-to-day financial stability.
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Our CFPs are certified
Financial Planners your can trust
Our team is reliable, certified & has an impressive portfolio when it comes to financial management.
Meet the Team
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testimonials
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do we want to use current fulfilled finances reviews & testimonials? the ones here are fake & ai generated.
Steve McQuillen
Founder, TechMatter
"The experience has been outstanding. We are able to promote our campaigns, reach the customers at a faster pace and expose them to various channels.. without wasting hours planning all of it."
Kevin Martin
Founder, TechMatter
"SaaSFlow has helped us manage and plan about 13 email marketing campaign now. I really like that all the report for the marketing campaign is filled with useful analytics report that we can use to improve future campaigns."
Julia Yang
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
John Tseng
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Rebeca Smith
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Steve McQuillen
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Kevin Martin
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Julia Yang
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
John Tseng
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Rebeca Smith
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Steve McQuillen
Founder, TechMatter
"Our newsletter and email marketing campaign are fully automated and can be scheduled for the next 2 months within hours. We are very happy that we can have a full control on the leads and verification on the leads."
Kevin Martin
Founder, TechMatter
"I have tried a variety of email services and SaaSFlow has been the easiest to set up. Have run 3 email marketing campaigns so far and I'm still getting used to all of its features, but working with SaaSFlow has been great so far!"
Julia Yang
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
John Tseng
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Rebeca Smith
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Steve McQuillen
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Kevin Martin
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Julia Yang
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
John Tseng
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Rebeca Smith
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
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