Know someone who could use a thoughtful, fee-only financial planning perspective?

Here’s an easy way to connect us.

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• “I have investments, tax questions, and retirement goals, but no clear plan.”

• “I’m wondering if I can scale back at work, take a break, or retire.”

• “I’m sitting on cash or CDs and don’t know what should happen next.”

• “I have stock compensation and I’m not sure how to manage the tax impact.”

 

They might benefit from working with someone like me. 

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As a financial planner, I help my clients:

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• Increase their confidence when making financial decisions.

• Talk through emotional life changes that affect their money, like divorce or death.

• Prepare for big life transitions like marriage, having kids, a new job, a career downsize or retirement.

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Who’s my ideal client?

 

Life Story Financial is often a good fit for women, couples, and professionals who have built meaningful savings and want help coordinating investments, taxes, retirement decisions, and major life transitions.

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• Want a long-term thinking partner

• Prefer a fee-only fiduciary advisor

• Value clear communication without jargon

• Are ready to make thoughtful decisions and take action

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How am I compensated and what services do I offer?

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My firm is a registered investment advisory (RIA), so I don’t work for a brokerage firm, bank or insurance company. That means no commissions or kickbacks and flexible pricing including:

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• A flat fee for financial planning packages—ranging from entry-level to comprehensive. 

• An asset-based fee for investment management.

• ​An hourly fee for financial advice.

 

When you refer someone to me, they can expect:

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• Clear communication that's free from judgement or jargon and tailored to their unique needs.

• Fiduciary financial advice and transparent, appropriate fees. 

• Guidance designed to help them make clearer, more confident financial decisions aligned with their values.​​​​