Empowering High-Achieving Women - Financially and Beyond
How can we help you?
You lead at work. You lead at home. Now lead with confidence in your financial future.
Hi! We are Ballast Point Financial Planning, an independent fee-only practice dedicated to serving high-achieving women.
You’re navigating complex responsibilities, balancing career, family, and personal goals. We understand your financial life doesn’t fit a traditional mold and it shouldn’t have to.
Ballast Point has tailored our services to meet your unique needs. We understand that not only are you often the primary earner, but also the primary caregiver, planner, and long-term thinker. There is a hidden tax you pay with all this mental load.
We believe financial planning should reflect who you are and where you’re going. That’s why we offer tailored strategies to meet your real-world challenges. From optimizing income and benefits to planning for retirement, supporting your family, and investing in what matters most to you.
What you can expect from working with us:
A judgement-free space where your voice leads the conversation.
Smart, personalized strategies designed for complexity, not assumptions.
A long-term partner who sees you more than just numbers - we see your vision.
Further, we provide both forward-looking tax advice and tax preparation for our clients. We believe the combination of financial planning, investment management, and tax advice all under one roof make us uniquely positioned to help you reach your goals.
We were founded by Shawn Tydlaska, CFP®, MBA in 2016 who had a vision to use personal finance as a tool for empowerment. At Ballast Point, we will help you learn how to Protect and Grow Your Net Worth™.
Our clients work at companies such as:
Don’t just take our word for it…
Check out our Yelp page to see what current and previous clients say about working with us.
Investopedia Top 100 Advisor 2023
The Top 100 list does not signify an endorsement or testimonial on behalf of Investopedia. The criteria for the award is based on reach, commitment to financial literacy, and community support. To find out more regarding the methodology, click here.
