Our focus is working with women 45+ who are facing a financial future on their own and are looking for a true partner in money decision-making. I help professional women reduce financial stress by aligning their money story with their deepest-held values. I am a non-judgmental financial advisor. My team and I work hard to create a safe space to have the intimate conversations necessary. Since money touches all the most important parts of our lives, we have to talk about it all before we can decide what you should do with your dollars.
Financial Planning for professional women 45+. GenX and Boomer women who want to be sure they’re being smart with their money are my people!
My clients are facing a financial future on their own, and often get stuck in their own heads when facing money choices. Through non-judgmental, holistic collaboration, we become their true partner in decision-making. We offer investment management and life/disability and long-term care insurance if and when needed. But there are no “minimums” and we do not push products.
Named one of Investopedia’s Top 100 Advisors of 2021.
Check out my podcast Take Back Retirement (https://takebackretirement.com/)
THREE THINGS ABOUT ME
When I first started as a financial advisor I didn't think I was cut out to do this job.
My lightbulb realization: it's about people's lives, emotions, and behaviors more than spreadsheets
I am a recent empty-nester with two kids in college.
•Series 65 •Behavioral Finance
•Duke University •The Johns Hopkins University - School of Advanced International Studies
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