Retirees or Seniors
Make your financial plan simple enough that both you and the people you trust can understand it.
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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
Women & Female Leaders
Women often face different financial challenges than men. This includes longer life expectancies, career interruptions for caregiving, and lower lifetime earnings or retirement-plan balances.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Early retirement or financial independence can create more freedom, but it also requires thoughtful planning.
Retirement Planning
Build a flexible strategy for replacing your paycheck, managing health-care costs and taxes, and drawing from your savings over the years before Social Security and Medicare begin.
Widowhood
Widows and widowers most often need help creating financial clarity and confidence during a time when grief, paperwork, and major decisions arrive all at once.
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
Financial planning does not have to feel overwhelming or impersonal. It should give you greater confidence as you navigate every stage of your financial life. Our work begins with getting to know you—your goals, priorities, concerns, and vision for the future. Together, we will create a personalized strategy that brings your retirement income, investments, Social Security, taxes, and long-term legacy into focus. I believe it is important that you understand the financial decisions you are making. I will explain your options in clear, straightforward language so you can move forward with confidence. As your life and circumstances evolve, we will review and adjust your plan to help keep it aligned with what matters most to you.
Disclosures
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Aspire Investment Management & Cambridge are not affiliated.
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.