Empowering women and special needs families through financial planning. Helping families answer, "What will happen to my child when I'm gone?"
Banking. Insurance. Investments. There are many financial products and services to consider. You may have a variety of accounts and products already. I understand how crucial it is to see the big picture of how each piece of your financial life intersects to bring you to your goals. So, as I work with you, I ask about your needs. Your dreams. Your values. We review your current situation. Then I offer solutions to provide clarity about where you're at — and confidence about where you're headed. Your financial plan changes through life's circumstances and stages. I'm your guide so you can enjoy the journey as we review each milestone and revise the plan as needed.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
