If you’re within five to ten years of retirement, you’re about to make some of the biggest financial decisions of your life: Social Security timing, taxes, investment risk, and how to turn savings into steady income. I help you put the pieces together into a clear strategy, then I stay with you to adjust as life changes.

A supportive, judgement‑free place to get organized and move forward

Many of my clients are women and families who want a financial advisor who listens, explains things plainly, and helps them feel confident about what to do next, without pressure or jargon.

People I work with best

I work with people who want more than just investment management. My best clients want a plan and a relationship with a real, live person who can give them ongoing guidance and advice all the way through their retirement. I work best with:

Individuals and couples 5–10 years from retirement who want to plan proactively
New retirees who want confidence turning savings into income
Anyone navigating a major life transition
People who want help coordinating cash flow, investments, taxes, insurance, retirement, estate planning, and giving

Divorce Planning: Turning your settlement into a stable new financial life

If you’re nearing the end of your divorce and your settlement is becoming clear, this is the moment when good planning can make everything feel more manageable. The legal process may be wrapping up, but now you need to implement the settlement, make confident choices, and build a financial foundation that supports your next chapter.

How I help in the post‑settlement phase

I help you coordinate the practical steps and decisions that follow a divorce, such as:

Setting up your new cash flow plan and updating accounts for your new household
Organizing assets you’re receiving (retirement accounts, investments, insurance, real estate proceeds)
Creating an income strategy if support is changing or ending
Updating beneficiaries and aligning your plan with new goals
Building an ongoing advisor relationship so you’re not doing this alone

Support that continues beyond the paperwork

My goal is to help you feel informed, confident, and supported, with a plan that adapts as you rebuild and move forward.

Events