Life is full of defining moments that can involve some serious decision making. My mission is to help you navigate these moments comfortably and effectively. By working hand-in-hand, together we will create a comprehensive financial strategy that is definable and makes sense to you.
Personal life changes and fluctuating economies are intimidating, but they can create tremendous opportunities! With your trust and the strategy we've built together, we can help you execute your financial goals; as you work toward making your dreams a reality. We accomplish this through an established 5 Step process, utilizing investments and strategies specific for your moment:
Divorce | Death | Retirement | Generating Income | Creating a Legacy | Charitable Giving
From my own diverse personal and professional experience, I thrive on working with clients from a wide range of backgrounds and financial needs, but especially with women and their own financial challenges.
