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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 clients best served here are 35+, work in a 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

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

Step 1

Take a Look at My Free Personal Finance Resources

Sign up for my newsletter,  download my free ebook series and follow my blog for practical tips on what to consider when it comes to your money and finances.

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. 

  • I'll learn about your situation to determine if my expertise will fit your needs.

  • If it seems like I can help you, we'll schedule a second, no-cost meeting to do a deeper dive.

Step 3

Meet to Explore Your Goals & Get a Free Asset-Map®

We’ll explore your goals and life values and review your personalized Asset-Map®, a visualization of your financial picture.

  • Based on what these reveal, I'll share how my financial services can benefit you.

  • You can decide whether you're ready to start working together or want more time to decide.

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Step 4

Onboard as a New Planning or Investment Client

Choosing a financial advisor is a big decision—so it's important to make sure we're a good fit. If we are, we'll get started by identifying your top priorities and goals.

  • You'll commit to sharing your financial documents and other relevant details.

  • I'll build a customized plan with actionable advice and support you to implement it.

Client Reviews

Don't just take my word for it! Take a look at the positive feedback provided by my satisfied clients.

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