I’ve been in your shoes. I don’t come from affluence, and struggled with feelings of scarcity and not ever having enough. I feel the burden of student loan debt, inter-generational support, and the struggles of achieving my dreams while mitigating debt and hefty childcare costs. I understand you because I am you.
I like to think of myself as your financial co-pilot and wing-woman. I’ll be there to help you navigate towards the life you want to create while crunching the numbers for your unique situation in the background.
Comprehensive financial planning involves looking at every facet of your financial life, and not just your investment portfolio like most advisors in the financial services industry. This includes cash flow planning, insurance review, college education savings, tax planning, etc.
Yes, absolutely! Although I love working with women, I also have a lot of married clients who are looking to have someone help guide them to merging finances and creating a cohesive plan for themselves as a couple.
Absolutely! I firmly believe that small changes can have an outsized positive impact on your financial life. Financial planning is for everyone, not just the affluent. Reach out, and we can discuss more about your specific situation to see if I am a good fit.
I’m 100% virtual, so I work with my clients wherever they may be!
Schedule an introductory call so we can get to know each other and see if I can be of service to you. There are no strings attached! Click here to schedule.
This means that I am ethically bound to act in your best interest when it comes to your money. Learn more about the CFP Board’s fiduciary standard here.