GenX
As Gen Xers, we’ve spent years juggling the needs of our children, our parents, and our careers. It’s easy to put retirement last.
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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
LGBTQ+
Make sure your financial plan reflects the people who matter most to you.
Women & Female Leaders
Start with the life you want to build. Let that vision guide how you save, invest, and make decisions about what matters most to you.
Major Milestones I Specialize In
Divorce Planning
Start with a clear picture of your new income, expenses, and immediate needs. From there, we can build a plan for the life you want next.
Sudden Wealth or Inheritance
Give yourself time before making big commitments. Understand what you’ve received, then plan for what you want it to make possible.
Widowhood
Give yourself room to grieve. Focus on the bills, benefits, and deadlines that need attention now. Bigger decisions can wait for you.
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 help women navigating major life transitions build a clear plan for their next chapter through thoughtful guidance that brings clarity, confidence, and a true sense of support.
Disclosures
Securities Offered Through Perryman Securities, Inc. 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.