You don’t need another carpe diem pep talk.
You’re already maximizing every second of your day.
The problem is you’re so busy taking care of everyone else,
you’re too maxed out to think past the next 4 hours, let alone the next 40 years.
So while you’re a success on all accounts, your finances feel scattered.
It sucks the FUN out of living.
Between management meetings, meal prep, and being everyone’s on call Uber, your plate is full.
We’re here to take financial planning off your To Do list.
Our process is designed to build financial security around your unique challenges,
so you can make the next 40 years better than the first.
Feel Clear and Confident
Have More Fun
Because not everything can be calculated.
Life has ups and downs, just like the markets.
We know there will be moments where you’re off track, and that’s okay.
We all get dealt setbacks in life.
That’s why we help you:
Clarify why your numbers matter
Create cash flow for today’s concerns
Proactively manage money and change
Stay on track without unnecessary worry
Schedule A Call
We want our clients to feel seen
and heard, so we listen first.
Build Your Plan
We identify overlooked opportunities and build a plan around your goals.
Trust Your Next Steps
Life happens. We’re there to make sure your plan always has your back.
We’re here to help make sure your financial plan ALWAYS has your back.
(Probably why most of our clients stick around for 20+ years)
THERE ARE 3 WAYS TO WORK WITH US
Together, we develop a thoughtful financial plan for you to implement on your own.
We’ll take the plan we’ve mapped out and help you implement it over the next 3 months.
We join forces to work beside you, providing tailored advice through every stage of life.
As a seasoned financial advisor, I know numbers matter.
As former widower, I know life doesn’t give us do-overs.
I’m here to help successful women get their finances dialed in to do more of what they love, because while money’s great, all we take with us when we go is the memories it affords.
I probably should have been a life coach, but I happen to be really, really good with numbers
28 YEARS EXPERIENCE
CERTIFIED FINANCIAL PLANNER™
You’ve got one shot at this adventure on Earth.
You deserve to have some fun while you’re here.