Guiding women to and through life’s biggest moments.
Financial planning that supports your biggest dreams.
Empowering women with honest,
independent financial advice.
Everything I do is to help you achieve your goals. I will act in your best interests at all times when providing you with financial advice and financial planning services. I will put your best interests ahead of my own. Independent advisors are not bound to any specific family of funds, investment products, or services. You can trust that the products and services recommended are in your best interest.
Leading with Empathy
At the end of the day, financial planning is about you! I focus on partnership and empathy in my financial planning process to ensure that you always feel heard and understood, and that your plan reflects you.
About You
You’re at a crossroads. Whether you’re getting ready to dive into a new adventure – like business ownership, consulting, or retirement – or you’re faced with a relationship change, you are about to enter a new chapter. Life is filled with moments like this, when you are faced with big changes that create even bigger questions for your finances. You might be wondering how you’ll create a new cash flow plan, what inheritance or alimony looks like, and how in the world you’ll make life “work” in this new season.
About Me
I’m here to help you navigate life’s many changes, challenges, and transitions with confidence and peace of mind. You deserve a proactive partner in your financial life who genuinely cares about you and your unique goals and values. Together, we’ll develop a plan that places you in charge of your finances – not the other way around.
As a member of the XY Planning Network, a national network of some of the top independent financial professionals in the country, I have access to a depth of expertise, resources, and planning strategies to help you define and reach your goals. Because I have no "proprietary" products, your best interests are always the focus.
Let’s Get Started
I’d love to help you navigate through your current transition to unlock your financial life’s full potential. Let’s chat today!