About Me
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When I graduated with my MBA in 2018 and landed my first six-figure job, I assumed my financial anxiety would go away.
Instead, it only got worse.
Despite my education and career success, I realized I didn't really understand personal finance. Like many women, I carried a lot of shame about what I didn't know, and I found very little financial advice that reflected my life as a childfree woman.
Learning to manage my finances became one of the most challenging and empowering experiences of my adult life. As I built a financial system that aligned with my goals, I discovered that confidence with money didn't just improve my bank account. It gave me greater clarity, intention, and confidence in every area of my life.
That experience ultimately led me to leave nearly two decades in corporate leadership - including roles in project management, consulting, and human resources - to launch my own independent financial planning firm.
Today, I help childfree women create the same sense of clarity and confidence. My goal isn't just to help clients build wealth, it's to help them use money as a tool to design a life that feels intentional, fulfilling, and uniquely their own.
Outside of work, my favorite activities include snowboarding, tennis, pickleball and golf. Ok, golf isn't exactly a "favorite" activity, but I keep trying. I've also made several enthusiastic attempts at crafting, but none have stuck. Open to suggestions!
About Chase Allen Wealth
My mission is to make building wealth feel simple, achievable, and accessible to all women.
Core Values
Keep it simple.
Complexity doesn't equal better. We create strategies that are clear, actionable, and built to last.
Design for success.
Great outcomes require intentional design. We anticipate obstacles and build systems that keep you on track, even when life gets messy.
Have fun.
Money is serious, but we can still laugh along the way. Exceptional planning with a healthy perspective.
Challenge the script.
You don't have to follow someone else's definition of success. Build a financial strategy that fits your life.