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/)