Meet Amy Irvine

Portrait of Amy Irvine with curly dark hair and glasses, wearing a black blazer and white shirt, smiling against a blue textured background.

Your Guide at SoarHer

I created SoarHer because I believe women financial planner financial guidance that feels intentional, supportive, and aligned with their lives. Working in financial planning should not feel overwhelming, transactional, or one-size-fits-all.

My goal is to provide guidance and mentorship that supports your vision, not someone else’s definition of success.

Experience & Approach

With over three decades of experience in financial services, I have worked alongside women at every stage of life, including business owners, professionals, caregivers, and those navigating meaningful change.

Together, we focus on clarity, confidence, and creating a practice that evolves as your life does. This work is not about chasing numbers. It is about building something sustainable and meaningful.

The Four Directions Framework

At SoarHer, I guide clients using the wisdom of the Four Directions, which serve as a compass for both financial planning and life alignment.

East | New Beginnings
We begin by defining your vision, setting intentions, and identifying what truly matters to you.

South | Growth & Transformation
As life changes, we focus on growth, momentum, and adapting your strategy to support new opportunities.

West | Reflection & Release
This is where we pause, reflect, and let go of what no longer serves you, refining your plan with intention and insight.

North | Stability & Balance
We create grounded, sustainable strategies that bring balance, confidence, and long-term peace of mind.

This framework ensures your financial plan is both practical and deeply aligned with your values.

What It’s Like to Work Together

When we work together, you can expect a collaborative and thoughtful partnership. Our conversations are focused, practical, and centered on your priorities.

I will meet you where you are and help you move forward with clarity, confidence, and direction.

Ready to Begin?

If you are looking for guidance that honors both your financial planning practice goals and your life, I would love to connect.

Schedule a discovery call to see if Soar Her is the right fit for you