I can relate. I know what it’s like to navigate a career, take care of a family, plan for the future, and try to enjoy life today. You’re responsibly managing your finances – contributing to your 401(k), saving for your children’s college, have some money set aside for a rainy day – but you don’t know if you’re doing enough. I am passionate about helping you see what’s possible. You know what is important to you and what you want to achieve in life. You just need some help in making your money work toward these goals.
It starts by listening. I want to truly understand your vision for your life. I also know that money can be emotional, and an important part of my job is to help you make decisions grounded in information rather than emotion. While I serve all kinds of clients, I am particularly passionate about partnering with women – married, single, breadwinner, retired, widowed – who want to take control of their financial future.