I am a CERTIFIED FINANCIAL PLANNERTM professional, an Accredited Investment Fiduciary®, and the founder of Sage Planning. My goal and passion are to use my financial life experiences, both personally and professionally, to advise other women so that their path can, ideally, be smoother. I focus on working with busy professional and entrepreneurial women who are passionate about life and want to gain clarity and focus about their money.
I believe I am uniquely suited to provide individualized counsel. I probably have been where you are, or worked with women who have similar situations. My clients are spread across the United States. Let’s talk.