Shira Ridge is a financial planning and wealth management firm, creating sound solutions that are personalized, strategic and realistic.

"Our Mission is to create value, inspire optimism and make a difference in peoples' lives and in our community" Shira Ridge's Mission is to empower individuals and business owners to gain or improve control of their financial future. We are passionate about helping people put goal-oriented, achievable financial plans in place, and we strive to ensure that our clients' plans stay on track in spite of the emotional demands that often can derail the best of plans. Our clients appreciate that we ...

"Our Mission is to create value, inspire optimism and make a difference in peoples' lives and in our community" Shira Ridge's Mission is to empower individuals and business owners to gain or improve control of their financial future. We are passionate about helping people put goal-oriented, achievable financial plans in place, and we strive to ensure that our clients' plans stay on track in spite of the emotional demands that often can derail the best of plans. Our clients appreciate that we design the financial journey to be as enjoyable as possible, every step of the way. Our Value Proposition: We help people to visualize, define and achieve control of their financial future, leading to a higher probability of their enjoying the life they want to live.