My Philosophy

My belief is that financial planning should be a top priority for individuals and families of all ages and income ranges, and especially for women.  As women, we are pre-programmed to take care of everyone else.  My mission is to help women take care of themselves, by taking control of their money before crisis strikes.

Women do many things and do them well, but one of the tasks that usually gets delegated to someone else (or worse yet to no one else) is our long term financial planning.  We have an even greater need to really plan for our future because we are more likely to shift careers for our family, work in lower paying fields, and live longer.  In other words, we will probably need to make a smaller retirement cushion stretch even further than our male counterparts. 

The irony is that so often, the first time a woman comes in to my office is after a major emotional set back like the death of a spouse or divorce.  We've all watched someone we love go through that, and I think we can agree that is probably the worst time to be going up the financial learning curve and making major financial decisions that could impact the rest of your life.

That is why I want to help women get involved with their financial decisions from the start.  I don’t want you to blindly hand over the reins of your life savings to me.  I want to work with you to make sure your investments are where you want them to be and set up to do what you want them to do. 

You do need to be involved in your financial future, but you don't have to do it alone.