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Financial Advice for Independent Women Based on Your Life

My approach is different from your typical financial advisor. I start by encouraging you to open up about your finances to get you in touch with your values and goals, and identify the obstacles that might be keeping you from achieving them. My mission is to shed a light on what's most important so I can offer relevant advice and a plan of action you'll be motivated to incorporate into your life. 

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Who's a Good Fit?

The types of women and couples best served here are 35+, work in an executive-level leadership or entrepreneurial role, earn a household income of $125,000 or more and:

  • Are financially responsible

  • Want a well-organized financial life

  • Want a coach to hold them accountable

  • See the value in paying for objective advice

  • Are serious about accomplishing meaningful goals

Sound like you? Here's what to do next!

Step 1

Sign Up for My Email List

Want to learn more? Check out my blog and sign up for my email list where I share personal finance articles, resources and videos.

See you in your inbox!

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Step 2

Schedule an Introductory Call

When you're ready to explore your top financial questions and concerns, schedule a no-pressure, no-cost introductory call so I can learn a little about you and let you know how I can help.  

Step 3

Choose Your Financial Experience

Finding a financial advisor isn't a decision to be taken lightly—so it's important to make sure we're a good fit. If we are, we'll get started with the financial services best suited to your goals and needs. 

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Step 4

Client Onboarding Process

After we've signed an agreement, we’ll do a deep dive into your values and goals, identify the most relevant financial topics and gather and analyze your financial data to create a plan to move your financial life forward.

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