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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.
Business Owners
Each business is unique, and the advice should be designed for the needs and values of that particular business. Business owners carry additional risk, but also additional opportunity when it comes to investments, tax planning, income planning, employee benefits, and retirement planning. Sometimes a simpler plan is adequate, and other times complex strategy serves the business best.
Also: LGBTQ+, Women & Female Leaders
Caregiving for Aging Relatives, End of Life and Legacy Planning, Retirement 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
Working with me looks like having your personal CFO. I bring intensive financial planning to all relationships alongside the management of assets. The advice I offer is specially tailored each individual client, and I prioritize the relationship. I love to work with folks who have built their wealth and are in the runway to retirement, and assist them in the big transitions in their life. I’ve helped a large amount of clients navigate early and late retirement, selling their businesses, sending their kids to college, strategizing when to take Social Security and how Medicare works, and what to do when they receive an inheritance from their parents. One of my niches is helping families with their aging parents, and I have a great amount of experience in navigating varying intensities of dementia and Parkinson's diagnoses. Oftentimes this means I work with widows, as they experience the great hardship of losing a spouse. I’m also passionate about helping women and the LGBTQ community with both financial education and nontraditional family structures. I sit as a chair on our Women & Wealth committee within Coldstream, and have written several articles about LGBTQ financial issues like estate planning and family planning. And I’m excited to be developing a niche in the world of women’s sports: both the people who play, and the people who are financial sponsors. Portland is becoming a great town for women’s sports, and I’m excited to see what comes next!
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.
This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.
Compensation Methods
Fee Only
Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.
Household Income Minimum
$0
Investable Asset Minimum
$1,000,000