Women & Female Leaders
Your wealth should reflect your ambition, discipline and values.
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My Approach
My team pairs thorough Financial Plans with in-house discretionary portfolio management. With both a CFP and CFA on your team, you can feel confident that your plan and your investments align with your goals and values.
The Clients I Serve
Also: AAPI, Black Americans, Business Owners, Government & Military, LGBTQ+, Physicians & Healthcare, Pre-Retiree, Teachers & Educators
Major Milestones I Specialize In
Career Changes or Job Loss, Death in the Family, Divorce Planning, Funding Education, Getting Married and Starting a Family, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Every client has a unique history and goals. To respect that, my process starts with listening to understand your situation. Together we will build a plan for you to meet your goals, in a way you can understand. You can rely on my team to follow through on your plan. We're available and approachable.
Disclosures
While we have a lot of experience with a wide variety of financial questions, we do not provide legal or tax advice. This information is intended for use only by residents of AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, MA, MI, MN, MO, NC, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, & WA only. Investment Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Opinions and comments do not necessarily represent the views of our firm.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.