Financial Advising with Money Her Way
Powered by Halliday Financial Wealth Management
You've done the work to build success. Now let's build a strategy that protects it.
This isn't about trying to piece it together alone anymore.
This is full-picture planning—tailored to your life, your goals, and your future.
You're Ready for Full Picture Planning
Because you're not just focused on what's in your bank account today.
You're thinking about:
Retirement
Legacy
Financial Freedom
Aligning your money with your values
Making smart, informed decisions that support your future
Not just about wealth—it's about choice. The freedom to spend your time, energy, and money on what matters most, without fear or limitation.
This Is for You If:
You're ready to be more strategic and intentional about your wealth
You want professional guidance around investing, taxes, and long-term planning
You're managing (or growing) significant assets and want support that evolves with you
You want an advisor who understands the behavioral side of money—not just the math
You're looking for a long-term relationship with a fiduciary who puts you first
What You'll Get
Comprehensive financial services designed to protect and grow your wealth
Personalized Investment Management
We build and manage a portfolio aligned with your goals, risk tolerance, and timeline—adjusting as your life evolves.
Tax-Efficient Strategy
Strategies that help you keep more of what you earn, including tax-loss harvesting, retirement account planning, and charitable giving options.
Retirement and Long-Term Planning
Together, we map your timeline, project future expenses, and ensure you're on track for the life you want—now and later.
Estate & Legacy Conversations
Planning for what happens to your wealth should be intentional. We'll walk through beneficiaries, trusts, and legacy strategies aligned with your values.
Cash Flow Planning and Projections
From monthly spending to major life purchases, we'll help you make decisions from a place of clarity, not guesswork.
Ongoing Strategy Meetings
We meet regularly to revisit your goals, track your progress, and adjust your plan. You'll never feel left in the dark.
A Full-Service Advisory Team
Working through Halliday Financial means you also have access to additional specialists in insurance, tax strategy, business succession, and more.
The Power of Partnership
Halliday Financial + Money Her Way
You get the institutional resources of a full-service financial firm—delivered through the lens of Money Her Way: behavior-aware, values-aligned, and designed for women who are ready to manage their wealth with confidence and clarity.
35+ years of trusted wealth management experience
Institutional-level resources and expertise
Personalized Money Her Way approach
Behavior-aware financial strategies
Who This Is Best For
This is for the woman who has started building real momentum in her financial life—and now wants to be intentional about what comes next. You may be earning more than ever, inheriting wealth, going through a major life transition, or simply realizing that what got you here won't get you where you want to go.
You've outgrown piecemeal advice and patchwork planning. You want someone who sees the full picture—your portfolio, your goals, your family, your fears, your values—and helps you create a plan that honors all of it.
This is for the woman who wants her financial strategy to reflect the complexity of her life:
You're building a business or planning for a career pivot and want to understand the long-term financial impact
You're earning well but unsure how to structure your investments or reduce your tax burden
You're planning for children, caregiving, retirement, or generational wealth—and need help navigating what's possible
You want to build wealth not just for accumulation, but for alignment, purpose, and freedom
You value a collaborative, trust-based relationship with a financial advisor who listens and personalizes—not lectures
You're not just looking for advice.
You're ready for a partnership—and a plan that grows with you.
How We Work Together
A partnership designed around your needs
Discovery & Assessment
We start by understanding your complete financial picture, goals, and values
Strategic Planning
Together, we create a comprehensive financial strategy tailored to your unique situation
Implementation
We put your plan into action with careful attention to your comfort level and timeline
Ongoing Partnership
Regular check-ins, adjustments, and support as your life and goals evolve
MEET YOUR ADVISOR,
REBECCA PINO
Licensed Financial Advisor & Behavioral Money Coach
Through my partnership with Halliday Financial, I bring together decades of institutional expertise with the personalized, behavior-aware approach that Money Her Way is known for.
I understand that successful women need more than just investment advice—you need a partner who gets the complexity of your financial life and the importance of aligning your money with your values.
Together, we'll create a financial strategy that not only protects and grows your wealth but also supports the life you're building.
Let's Build Your Strategy—Together
This is a relationship-based service, and it starts with a conversation. Advising spots are limited to ensure a high-touch experience. If you're interested, let's talk.
Ready to move beyond managing your money alone?