Pre-Retiree
Don't just plan how you'll retire. Plan what you'll retire to. Purpose matters too.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
A successful retirement isn't measured by your account balance, but by the life it helps you live.
Women & Female Leaders
The goal isn't just wealth. It's the freedom to live, lead, and give with confidence.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Financial independence isn't about quitting work. It's about gaining the freedom to choose what work means to you.
Retirement Planning
Retirement isn't a number. It's a plan for turning your savings into a sustainable lifestyle.
Sudden Wealth or Inheritance
An inheritance is more than money. Take time to understand what it means before deciding what to do with it.
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
Financial planning is about more than investments. It's about helping people make informed decisions, navigate life's transitions, and gain confidence in their financial future. As a CERTIFIED FINANCIAL PLANNER™ professional and founder of La Belle Vue Wealth Management &Partners, I work with individuals, families, retirees, and business owners seeking a trusted partner to help simplify financial complexity and create a clear path forward. My approach begins with understanding the person, not the portfolio. Every client has unique goals, values, and circumstances, which is why I take a comprehensive planning approach that integrates retirement planning, investment management, tax strategies, risk management, estate considerations, and cash flow planning into a cohesive financial strategy. What sets my practice apart is a focus on personalized advice, education, and technology. I believe clients make better decisions when they understand the reasoning behind their plan, so I take the time to explain financial concepts in plain English. I also leverage modern planning tools to deliver a more organized and efficient client experience, allowing us to focus on what matters most: making confident financial decisions. Most importantly, I strive to build long-term relationships based on trust, transparency, and accessibility. Markets change, life changes, and financial plans should be able to adapt. My goal is to help clients create a strategy that not only works today but evolves with them over time. Whether you're planning for retirement, managing a major life transition, receiving an inheritance, or seeking ongoing financial guidance, my objective is simple: help you make confident decisions and use your resources to support the life you want to live.
Disclosures
Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC. &Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements.
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.