About Me
I’m not your typical CERTIFIED FINANCIAL PLANNER®. I’m also a Certified Financial Transitionist® and an End-of-Life Doula—a rare hybrid for a rare moment in life.
I work with individuals in their 40's and 50's in Colorado who have received a life-limiting or potentially life-limiting diagnosis. Together, we make space for the shock, the questions, the grief, the thousand little deaths of secondary losses, and the unfathomable decisions suddenly thrust upon you—so you don’t have to carry it all alone.
I don’t manage investments or sell products, and I don’t do traditional long-term financial planning. Rather, I help you find your center of calm in a time of turmoil and crushing uncertainty, and work in collaboration with your personal and professional network to ensure you’re well-resourced for the journey ahead.
That might look like helping you stabilize your finances, leverage the financial and social resources available to you, articulate your intentions and review estate documents for alignment, name your values, communicate with loved ones, prepare your legacy, or simply decide how to live this chapter on your own terms.
The logistics matter—but so does how you feel while you're navigating them.
Clients often tell me I bring a mix of reverence, pragmatism, humor, and steadiness to one of the most tender seasons of their lives. They come to me because they don’t want to feel like a “case” or a “project”—they want to be seen, heard, and supported by someone who gets it. They want someone who knows how to talk about dying and dollars in the same breath. Who doesn’t flinch when the darkest parts of ourselves are revealed. Who can hold complexity without judgment. And who makes space for both spreadsheets and soul.
My own path has included over a decade in financial services, a molecular biology degree, a deep reverence for grief and ritual, navigating the deaths of half of my family, handling estate administration while in acute grief, and being a working caregiver to elders. As a former birth doula, I have a long-held calling to walk with people through major life thresholds. I’m also an excellent cook, an avid learner, and a child-free cat-lady. I wear sensible shoes, love statement jewelry, and laugh and cry easily.
I believe that when something life changing happens to you, you should let it change your life. I also believe that every day should be a good day to die, whether or not you're living with a diagnosis.
This work is sacred and deeply personal to me.
And if you’re ready—or not ready at all—I’m here.
Mission Statement
Our Mission: To walk with individuals with life-limiting diagnoses — and those who love them — through the financial, logistical, emotional, and existential terrain of their final chapter with dignity, reverence, and agency.
Our Promise:
To walk beside you, not ahead of you. To meet you at the threshold of your new reality, with eyes that see your wholeness—not your diagnosis.
To hold space for both the plan and the mystery. To support clarity when the path is foggy, and courage when decisions feel too heavy to bear alone.
To speak of money not as a math problem, but as a mirror of your values, your love, your legacy, and your life. To help you align your resources with what matters most, without pressure, without shame, without agenda.
To honor your time as sacred, your truth as sovereign, and your dying as just as holy as your living. To walk with reverence as you untangle, release, prepare, and become.
To weave a team around you, not just a plan. To connect you with hearts and hands — legal, financial, medical, and spiritual — so you are never alone in this.
To help you live with intention and die with peace. To witness your life as meaningful, your presence as enough, your leaving as a legacy.
Why I Became an Advisor
I didn’t become a financial planner because markets fascinated me. I became one because life transitions do.
Birth. Illness. Death. Inheritance. Identity rupture.
Money is braided through all of it. When something life-altering happens, the associated financial decisions carry emotional weight. I wanted to be someone who understands both sides of that equation.
Planning, to me, isn’t just about the numbers. It’s about helping someone make clear, values-aligned decisions when the ground shifts beneath them.