Planning for your financial future is easier with a trusted partner- one who understands your goals and can tailor a plan that not only meets those goals but aligns with your values. You may not have spent much time thinking about your financial values but trust me, they are at the root of your financial pain points and the key to understanding how to get where you want to go! If you want to make wise financial decisions and live a life filled with generosity instead of worry, you've come to the right place! I began my career as a CPA in Portland, Oregon and have over 30 years experience in the financial services sector. I now make my home in Astoria, Oregon and commute regularly to Portland, Oregon and Longview, Washington. I obtained my CERTIFIED FINANCIAL PLANNER® designation in 2016 and my Retirement Income Certified Professional designation in 2018. I have two lovely, college-educated daughters, who are both working on their own financial independence goals.