Financial Planning for Women, by Women.
At Savvy Financial, led by Leah Williams, and Emerald Financial, led by Robin Woodell, we share a mission: empowering women with clarity, confidence, and strategies to take control of their financial futures.
Our Mission
Our partnership is built on the belief that when women plan for women, the conversation goes deeper. It’s not just about numbers—it’s about creating a plan that reflects the full picture of life, family, business, and legacy.
Together, we bring expeience, perspective, and passion to help women navigate financial decisions with strength and purpose.
Because financial planning for women, by women, isn’t just a service—it’s a movement toward lasting change and empowerment.
Leah Williams, ChFC®, CLU®, WMCP®, is the founder of Savvy Financial. She has dedicated over a decade to guiding individuals, families, and business owners toward greater clarity, confidence, and control in their financial lives. Leah’s path into financial planning was shaped by profound life experiences—navigating a divorce and the unexpected loss of her brother in the same year. These pivotal moments gave her firsthand insight into the power of preparation and inspired her mission to help others build strategies that withstand life’s expected and unexpected turns.
Her professional designations—Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Wealth Management Certified Professional® (WMCP®) from The American College of Financial Services—reflect her commitment to depth of knowledge and excellence in planning. Leah specializes in tax-efficient strategies and believes in creating velocity with money, helping every dollar work harder for her clients.
At Savvy Financial, she focuses on building holistic, comprehensive plans that integrate investments, tax strategies, risk management, and legacy planning. She particularly enjoys working with women, entrepreneurs, and families in transition, empowering them to align their financial strategies with their life goals.
Robin Woodell, CERTIFIED FINANCIAL PLANNER™, is the founder of Emerald Financial Group. She has been in the business of educating and assisting people with financial wellness for over 15 years. Robin has a rather interesting path into financial services.
After graduating with an undergraduate degree in Education, and a Master’s degree in Vocal Performance, she had the opportunity to follow a passion of hers to become a professional opera singer. After 8 years of traveling the world, through a series of life changes, she exited the performance world and found a new passion in financial planning. She loves the fact that her background really supports her creative process in finding solutions for our clients in a more tangible way.
Her main responsibilities within the firm involves the construction of comprehensive financial plans. These plans allow her to assist families and small businesses in clarifying their financial goals and objectives, recommending appropriate strategies, and managing investments to help each client attain their desired financial objectives.
Leah Williams, ChFC®, CLU®, WMCP®, is the founder of Savvy Financial. She has dedicated over a decade to guiding individuals, families, and business owners toward greater clarity, confidence, and control in their financial lives. Leah’s path into financial planning was shaped by profound life experiences—navigating a divorce and the unexpected loss of her brother in the same year. These pivotal moments gave her firsthand insight into the power of preparation and inspired her mission to help others build strategies that withstand life’s expected and unexpected turns.
Her professional designations—Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Wealth Management Certified Professional® (WMCP®) from The American College of Financial Services—reflect her commitment to depth of knowledge and excellence in planning. Leah specializes in tax-efficient strategies and believes in creating velocity with money, helping every dollar work harder for her clients.
At Savvy Financial, she focuses on building holistic, comprehensive plans that integrate investments, tax strategies, risk management, and legacy planning. She particularly enjoys working with women, entrepreneurs, and families in transition, empowering them to align their financial strategies with their life goals.
Robin Woodell, CERTIFIED FINANCIAL PLANNER™, is the founder of Emerald Financial Group. She has been in the business of educating and assisting people with financial wellness for over 15 years. Robin has a rather interesting path into financial services.
After graduating with an undergraduate degree in Education, and a Master’s degree in Vocal Performance, she had the opportunity to follow a passion of hers to become a professional opera singer. After 8 years of traveling the world, through a series of life changes, she exited the performance world and found a new passion in financial planning. She loves the fact that her background really supports her creative process in finding solutions for our clients in a more tangible way.
Her main responsibilities within the firm involves the construction of comprehensive financial plans. These plans allow her to assist families and small businesses in clarifying their financial goals and objectives, recommending appropriate strategies, and managing investments to help each client attain their desired financial objectives.
Client-Centered MovementA Movement, Not Just a Service
We believe financial planning is about more than accounts and assets. It’s about creating freedom, flexibility, and impact for women, their families, and their communities.