Financial / Investment / Strategic Planning / Estate Planning / Retirement Planning
I provide customized financial planning and investment solutions that empower you to achieve financial independence and peace of mind.
I believe that living a life you love and living according to your values is what’s truly important. Money is just a tool to get you there. Which is why, I want to get to know YOU, not just your numbers.
I’ll assist you in clarifying your values, goals and priorities so that you’re clear on the direction you want your life to take. Finally, we work together to determine the best way I can support you. This support may be through income planning, financial planning, investment management or financial coaching.
When I’m not helping clients feel more confident and secure in their financial future, I enjoy yoga, art, dance, theater, socializing and travel as well as spending time with my husband and dogs.