Business Owners
As a business owner, you're no stranger to the hustle. We're thoughtful as to your structure, taxes, and engagement - as we build and grow!
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My Approach
Financial planning entails an always-on partnership with my clients. Together, we visualize how money can impact their life, create positive opportunities for the future, and adjust our plan when unexpected life events are thrown at us.
The Clients I Serve
Pre-Retiree
Before you decide to retire, let's make sure your plan will support the life-style you've set your sights on.
Women & Female Leaders
You are a queen. But every queen needs their hive. Let's get busy and grow your financial beehive together.
Also: Executives, Latino, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Retirees or Seniors, Single Parent, tax-phobic, Working in Retirement
Major Milestones I Specialize In
Caregiving for Aging Relatives, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Starting a Business, 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
I founded Green Bee Advisory to help driven leaders — in the corporate world and in entrepreneurship — grow their wealth with intention and pay less in taxes. The goal is simple: create a financial future and legacy you’re genuinely proud of. You deserve more than a once-a-year review or an investment statement you barely glance at. You deserve someone who’s always looking ahead, making sure your plan reflects your goals, your values, and the new opportunities life keeps throwing your way. My background as a linguist shows up in my work every day. I take complex financial and tax language and turn it into something clear and useful. And I bring empathy and honesty to every conversation, because money is personal. When I’m not working with clients, I’m outside with my husband, our four daughters, and our dogs — hiking, running, skiing, or chasing whatever adventure is next.
Disclosures
Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC.
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.