Growing up as a first generation immigrant, i was raised by a single mother and grandmother. I saw first hand how difficult it could be for women to navigate the financial landscape, especially in an industry that is largely dominated by men. Having experienced these hurdles and struggles firsthand, working with women became not just a job for me, but a personal mission that I take very seriously.
I believe that women, at any stage of their life, face unique financial challenges and opportunities, and I am dedicated to helping them navigate these issues with confidence and clarity. Whether you are a single mom, a business owner, a divorcee, or a retiree, I am committed to providing personalized financial guidance that meets your specific needs and goals.
What I love most about working with women is seeing the transformative impact that financial empowerment can have on their lives. When women feel in control of their finances, they gain a sense of independence, security, and freedom that is truly inspiring. It's an honor to be a part of that journey.
So if you are a woman who wants to take charge of your financial future, I would be thrilled to work with you. Let's build a plan that gives you the confidence and peace of mind you deserve.
I specialize in complex financial planning strategies including multi-generational planning, trusts & estate, employee stock options/restricted stock, insurance, college, and retirement planning. I use a holistic approach to financial planning by prioritizing a clients real time goals, concerns, and financial experiences in order to better understand their needs and limitations in building out a complete and all-inclusive financial picture.
THREE THINGS ABOUT ME
Outside of work, I am an aspiring author, literature junkie, and history nut.
I enjoy flexing new found culinary talents
I am a fan of the New York Islanders and the Seattle Seahawks
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.
All 50 States
Virtual Appointments Available
Executive Compensation Packages
Family Legacy Planning
Personal Tax Planning
Self Directed IRA
Stay at Home Mom
First Home Purchase
Starting a Family
As a Registered Investment Advisor, Proxy Financial does not sell commissionable products. We charge a fixed 1% fee on assets under management, and a variable flat fee on Financial Planning, ranging on complexity and predetermined with the client.