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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
Business Owners, Executives, Pre-Retiree, Retirees or Seniors, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Compensation Changes, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Retirement Planning, 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
We help high-powered women, small business owners and established professionals organize their financial lives today and build a clear roadmap for tomorrow. Our quarterly planning process, THE WEALTH QUADRANT, creates a rhythm; our reporting creates visibility, and the team coordinates execution. Across all disciplines, we work as the quarterback to ensure seamless integration and collaboration with your other trusted advisors. We manage the complexities of wealth and help to position it purposefully – with your goals and a clear vision of the big picture in mind.
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.