You take care of everything.
It’s time your finances did the same.
Strategic financial planning for high-earning women managing careers, households, and everyone who depends on them.
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You’ve been managing it.
Now let’s actually plan it.
Your career. Your household. Your kids. Possibly your parents now too. Your finances have been handled the same way you handle everything else: competently, mostly on your own, somewhere between everything else on your list.
At this stage the decisions are getting bigger and the stakes are getting higher. You need more than a plan that’s technically fine. You need one that’s built around your actual life.
At Allora Wealth, we believe true wealth is built on knowing what matters to you and having the courage to build toward it.
That means planning that accounts for your whole life: your career, your household, your family, what you’re carrying right now, and what you’re working toward next.
Mary Beth Storjohann, CFP® has spent two decades working with women navigating serious careers, full households, and the quiet but persistent sense that their financial decisions are too important to keep handling alone. She is direct, warm, and completely judgment-free. She knows what this season asks of you because she is living it too.
What We Work On Together
You’re in the right place if:
- You’re earning well and not confident your money is working as hard as you are
- The financial complexity has grown: equity, a business, college, aging parents, retirement
- You’ve been the one holding it all together, and your own financial plan keeps landing at the bottom of the list
- You want someone who will look at the whole picture, tell you what actually matters right now, and take the complexity off your plate
You’re not starting from zero. You need a strategy that reflects how far you’ve actually come.
Retirement and Investment Planning
A clear picture of when you can step back, what you need to get there, and a strategy that holds up when life doesn’t go as planned.
Income, Tax, and Equity Strategy
We look at your full income picture (salary, bonus, equity, business) and plan proactively so nothing catches you off-guard.
Major Life Transitions
Divorce, an inheritance, a career change, a spouse stepping back. We help you make smart decisions when the stakes are highest.
Business Owner Planning
We connect your business decisions to your personal wealth so both grow at the same time, with intention.
Not sure where to start? Five minutes helps
When you’re this deep in your career and your life, it can be hard to know which financial decisions deserve your attention first. The retirement gap? The equity sitting in your company account? Getting aligned with your spouse before it becomes a bigger issue?
The Money Style Quiz helps you understand how you naturally approach financial decisions, where the gaps are likely showing up, and what to prioritize first.
Five minutes. A personalized roadmap for where you actually are right now.
She’s been where you are.
She knows what this takes.
Mary Beth Storjohann founded Allora Wealth to return to the work that matters most to her: sitting across from women who are carrying a lot and helping them build something solid. She started her career at 20, built and sold her first firm, and went on to help lead a $3.5 billion wealth management firm as Co-CEO. She came back to build something smaller, deeper, and more personal on purpose.
She is a CFP®, a writer, a mother, a daughter navigating her own family’s complexity. She knows what it costs to be the one who figures everything out. And she knows how much changes when you finally have a real plan in place.
