I serve clients in the Pacific NW who are looking for financial comfort and confidence in this often confusing world. No matter where you are on your financial path, having a clear set of goals and the guidance of a qualified coach, will help you get where you want to go! I provide comprehensive financial planning services and products for clients who are looking for an ongoing, values based, financial planning relationship. I help my clients make wise financial decisions so that they can live generous lives. 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.