Certified Financial Planner and Founder, TFS Advisors
OVERVIEW OF SERVICES
Downsizing and Relocating
Employee 401K Programs
Employee Pension Plans
Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
At TFS Advisors, our team is passionate about supporting women through holistic, fee-based financial planning. Many of our clients are women who have been widowed or divorced and are looking to develop a financial plan that’s unique to them as they make the retirement transition.
You may be wondering how your lifestyle will change as you move through retirement, and how to create a plan that reflects the lifestyle you want during this new chapter in your life. Things may feel unstable as you gear up for retirement, and we’re here to help provide clarity and understanding to your situation. Our goal is to empower you to be self-sufficient in your role as the “CFO” of your household, while also freeing you up to spend your time and energy to enhance, protect, and focus on your family, community, and interests.
We’re here to help answer your financial questions, and provide you with the education and resources you need to make confident decisions about your money. We’ll stay with you through every big decision, and help you create a plan that’s tailored to you.
When I founded my original practice in 1983 and then TFS Advisors in 2008, I had one goal – to bring confidence and clarity to my clients’ financial lives. As I worked with clients for over 38 years, it became apparent that the pre-retirement transition was often the most challenging both financially and emotionally. With so many moving parts, clients felt overwhelmed and fearful that they’d miss a key detail that could jeopardize the retirement lifestyle they’d been working toward.
Now, as the founder and CEO of TFS Advisors, my team and I have gone through both extensive financial planning training, but also retirement coaching training. Together, we collaborate with our clients to help them create a unique financial and lifestyle strategy to help make the transition to their next chapter rewarding.
THREE THINGS ABOUT ME
I became an Angel Flight volunteer pilot in 2001.
I split my time between Edmonds and Chelan, Washington and Buckeye, Arizona.
I'm passionate about financial education for my clients and my greater community.
TFS Advisors, LLC. Investment advisory services offered through TFS Advisors, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice.
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