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Helping Independent Women & Couples Build Their Future

You’ve worked hard to build your career or business. Now, it’s time to make sure your money works just as hard for you. Life Story Financial's approach to financial planning will help you gain clarity and confidence with your finances.

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Who's the Right Fit

I specialize in working with independent women and couples who:

✔ Are professionals, executives or business owners seeking guidance on important financial decisions.
✔ Want expert advice to build, grow and protect their wealth.
✔ Feel financially responsible but need a clear, strategic plan.
✔ Value their time and want to reduce stress by delegating financial planning and investing.

 

Most clients earn $200k+ and seek a customized financial plan.

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Does this sound like you?

Here's How to Get Started

Step 1

Explore My Financial Planning Resources

  • Subscribe to a monthly newsletter and follow my blog for financial insights tailored to professionals and business owners.

  • Download my free ebook series to learn how to build wealth and achieve financial independence.

Get Free Ebooks

Step 2

Schedule a Free, No-Pressure Call 

  • This is your opportunity to share your needs and ask any questions.

  • We'll discuss your initial concerns, financial priorities and how I can help.

  • You'll learn about my planning approach and what to expect if we work together.

Schedule a Call

Step 3

Begin Your Financial Planning Journey

  • You'll get clarity around your next steps, specific fees and how to get started.

  • If we decide to move forward, we’ll go over the structure of our meetings and how we'll track progress as you work toward your goals.

New Client Checklist

Step 4

Explore Your Values, Goals & Financial Vitals

  • We'll take a deep dive into what matters most to you—the "why" behind your money.

  • Together, we’ll assess your current financial situation and how that aligns to your top goals.

  • This sets the foundation for a customized plan designed around your unique life and goals.

Planning Process

Frequently Asked Questions

Take a look at this FAQs page for additional information about Life Story Financial.

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