I've been in the money business since I was 15 years old, as my first job was in my hometown bank. I was fortunate to land a job in a brokerage firm in my late 20's.  While learning the financial services business and climbing the corporate ladder, I was also learning how making poor financial choices can lead to pain and suffering. One day, when I didn't get the promotion that was supposed to bail me out of my many life and financial challenges, I had an epiphany.  Of all the messes I had created in my life, I was the common denominator. If I was going to change my life, it was up to me to learn how to make different choices.  I set off on a journey of self-discovery, and with the help of master trainers and coaches, I totally transformed my life. I paid off over $30,000 of credit card debt, started my own business, met and married the man of my dreams and now enjoy a prosperous, passionate and joyful life.

As my life began to change for the better, a passion to help other women learn what I had was born.  Women desire a different approach when it comes to financial advice, one where their unique talents and abilities are acknowledged and enhanced. A woman deserves direct and transparent communication about both the inner and outer skills that need to be developed to enjoy a million-dollar+ net worth. I know what it's like to suffer from a lack of confidence with money and how our early life programming can limit our ability to take the risks necessary for financial success.

In today's fast paced over technologized world, women feel less and less seen and heard. I offer a woman a safe space to explore what she truly wants in her life, understand where she is now, and how to develop herself to have the best possible chance to bridge the gap. I understand the world of personal finance, but more importantly, I understand how a woman can reinvent herself to set herself up to live the life of her dreams.

In our Comprehensive Financial Planning process, our female clients enjoy a values-based conversation about what's important about money to them. They discover a new set of life priorities that are truly meaningful to them. They get in touch with a different level of energy to take the necessary steps to realize those priorities. Our clients have a long-term partnership with seasoned experts who help them take advantage of different options and guide them through uncertain times. The best clients for our group are women who are serious about growing themselves into the woman they dream of becoming, with the finances they need to live the life they were born to pursue.