High Earning First Generation
Success isn't just what you earn. It's how effectively you turn income into lasting financial freedom.
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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
Don't just plan for retirement. Plan your retirement. Define what you want life to look like first.
Women & Female Leaders
Your financial plan should reflect your goals and values. Be intentional about defining what success means to you.
Major Milestones I Specialize In
Divorce Planning
Divorce is a chapter, not your whole story. Focus on protecting your future and trust that you will get through it.
Retirement Planning
Don't just plan for retirement. Plan your retirement. Define what you want life to look like first.
Widowhood
Give yourself grace. While life may look different today, with time and a plan, you can move forward with confidence.
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 believe financial planning is about much more than investments. My role is to help clients make informed decisions across all areas of their financial lives, including retirement planning, tax strategies, estate planning, insurance analysis, education funding, and major life transitions. What sets my practice apart is a highly personalized, relationship-driven approach. I take the time to understand each client's goals, values, family dynamics, and concerns before developing recommendations. Rather than focusing on one-time transactions or isolated financial decisions, I help clients create a comprehensive plan that evolves as their lives change. Clients can expect thoughtful guidance, proactive communication, and an advisor who serves as both an advocate and a resource. I believe complex financial concepts should be explained in clear, understandable terms, empowering clients to make confident decisions. Whether someone is preparing for retirement, navigating a divorce, planning for a loved one with special needs, managing concentrated wealth, or simply seeking greater financial clarity, my goal is to provide objective advice and a personalized strategy designed to support their long-term success. Above all, I strive to build lasting relationships based on trust, transparency, and a commitment to putting clients' best interests first.
Disclosures
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.