Work With Me + Gain Financial Clarity

I offer individualized financial planning for women and those exploring entrepreneurship. We can talk about a specific challenge or design a comprehensive financial plan together.

I am a small business owner, so I know what you are facing.

I used to work for large financial services companies but started my own business several years ago. I fully understand the challenges and pressures of being a successful business owner. I help budding entrepreneurs design a business that will be successful and offer flexibility and freedom. We’ll work together to maximize your chance of success

Here’s what you can expect when you work with me:

Actionable Advice

  • You’ll always receive a clear summary of recommendations of what the next steps are.

Virtual Meeting Options

  • For your convenience, I use virtual screen sharing and video conference software for our meetings.  I have a paperless office and work using secure online portals. Your information is safe with me.

Individualized Approach

  • All the recommendations I make will be customized to reflect your goals and priorities.

Fiduciary Duty

  • Working with a fee-only advisor means you’ll receive unbiased advice. Fee-only means that you pay for my expertise, guidance and support, not for commissions or sales. All of my fees are transparent and defined upfront. I don’t receive any kickbacks for products or recommendations, so you will never have to sit through sales presentations when working with me. When I provide advice, it’s because I think it’s the right fit to help you achieve your goals.

Pricing Options

Not sure yet? Contact us to discuss which option is best for you.