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My Approach
Everyone deserves a financial partner who listens, understands what matters most, and provides encouragement through life’s highs, lows, and important transitions.
The Clients I Serve
Philanthropists, Pre-Retiree, Women & Female Leaders
Major Milestones I Specialize In
Divorce Planning, Getting Married and Starting a Family, Retirement Planning
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
My work with clients begins by listening and understanding what matters most to them. With a background in education and coaching, I bring that same supportive mindset to financial planning. I take the time to learn about each client’s values, lifestyle, goals, and concerns so we can create a plan that feels personal and manageable. Together, we look at the full financial picture, including retirement, tax strategies, estate planning, and the financial implications of major life transitions. I help clients understand their options, ask thoughtful questions, and make informed decisions with greater clarity and confidence. Working collaboratively with the Birchwood team, I walk alongside clients as they put their plan into action and adjust it as life evolves. Clients can expect open communication, practical guidance, and a long-term relationship with an advisor who is genuinely committed to helping them feel supported and in control of their financial future.
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.