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Financial Advice for Your Lifestyle

Financial Advice for Your Lifestyle

Custom-Fit Financial Strategies. Working with clients to understand what is important to them, and building plans that are tailored to their specific needs and goals. 

Bespoke Financial Plans

Bespoke Financial Plans

Don't leave your finances to chance. You deserve a plan ByMethod.


Work one-on-one with a CERTIFIED FINANCIAL PLANNER™ to ensure you are on track to meet all of your financial goals, evaluate strategies that may allow you to springboard your success, and build out your strategy that will grow and update as your life evolves. Build your wealth, accomplish your goals, and have a clear defined plan designed for you on how to do so.

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Customized Asset Management

Customized Asset Management

Managing your Wealth is a full-time job.

Investment management ByMethod takes the responsibility off your plate.


Work with a Fiduciary to build out your custom portfolio designed around your unique goals, investment preferences, and risk capacity. Benefit from our years of experience and research, and have a professional perform active management, performance monitoring and have access to new investment opportunities.

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Financial Advice Shouldn't Be Complicated.

Financial Advice Shouldn't Be Complicated.

Emily can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, her personalized service focuses on your needs, wants, and long-term goals.

Care For Your Finances.

Care For Your Finances.

Emily and her team of professionals have years of experience in financial services. They can help you address your needs of today and for many years to come.

Your Partner in Success

Words from our Clients

"It has been so helpful to have her guidance"

"It has been so helpful to have her guidance"

"I've been working with Emily for the past 3 years in multiple capacities. Not only does she facilitate the SEP IRA for my company, but she also manages my personal investments as well. It has been so helpful to have her guidance with regard to my long- and short-term financial goals and planning for retirement. She keeps me on track and is always so friendly and quick to respond. I'd recommend her to anyone!"

-Becca Booker, CEO Homemade Social 

"I feel so much more clear about my financial future"

"I feel so much more clear about my financial future"

"After working with Emily, I feel so much more clear about my financial future. She has gone above and beyond in evaluating my current investment portfolio and helping me make easy adjustments that make me feel confident that I will reach my personal financial goals. 

Besides that, calls with Emily are ones I look forward to- she’s a bright light, always in a great mood, and SUCH a wonderful person to work with!"

-Amber Frankhuizen, CEO AFMKTG

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