Clarity for your current position. Confidence for your future endeavors.
I value conversations about financial well-being and am dedicated to guiding couples, women, and divorced women through their financial journeys. As your advisor, I offer personalized advice, tools, and guidance crafted to fit your unique circumstances, taking into account your current financial situation, objectives, and aspirations. While I can provide recommendations and strategies, the responsibility for implementing and following through on your financial plan lies with you, ensuring that it aligns with your specific needs and goals.
We view money as a means, not an end. This is why we adopt a considerate approach to familiarize ourselves with your unique situation, enabling us to assist you in optimizing your finances—regardless of your starting point.
Crafting a financial plan to achieve your goals should mirror your identity and values. At Thrivent, we approach this with careful consideration to comprehend your individuality.
What you can anticipate:
· Engaging discussions about your priorities and financial aspirations.
· Advice rooted in your purpose, aligned with what matters most to you.
· Robust financial strategies that treat money as a tool, not a goal, guiding you towards your destination.
I reside in Temecula, California, and provide the option for appointments either in person or virtually.
Confidence-inspiring dedicated guidance.
Experience the synergy of financial expertise and purpose-driven planning as we illuminate your financial landscape. Whether you're at the beginning of your financial journey or already confident in your financial acumen, we provide tailored strategies and coaching to address diverse individual needs. This may encompass, among other things:
· Crafting a clear financial vision.
· Defining short- and long-term financial goals to prioritize your needs.
· Assessing protection requirements for your income, lifestyle, family, or business.
· Formulating a tax-savvy investment strategy.
· Seamlessly transitioning into retirement.
Strategizing to leave a meaningful legacy.