About Me
Many find the financial world overwhelming, intimidating, and confusing. Your financial life does not have to be complicated.
With thirty years of experience in finance and wealth management, I have the insight to help you become more knowledgeable and engaged. Working one-on-one, we can accomplish several objectives:
• Simplify and Streamline Your Finances
• Create a Holistic View of Your Assets and Net Worth
• Prioritize Your Goals
• Understand Your Investments
• Analyze Your Spending
• Navigate Life Transitions
I offer clear, straightforward advice in a relatable, easy-to-understand fashion rather than using a lot of financial jargon. My approach is unique because I also include financial therapy and professional organization perspectives. Working together, we will likely uncover aspects of your financial life you have not considered and identify ways to reduce complexity. My target market is women and families, especially those going through financial transitions.
As a fiduciary, I am held to high standards, including confidentiality, a duty of care to put client needs ahead of my own, and no conflicts of interest. My fees are transparent. I charge an hourly rate for my time. There are no retainers, commissions, or referral fees.
We should all conduct our financial lives in a thoughtful, coordinated manner. Financial wellness is about setting goals and priorities, making decisions with confidence, and finding joy in life. Let’s get started!