Ways we can work together
Let’s figure out where you want to go and I’ll show you how to get there through smart financial management. Together we’ll plan a future that reflects your values and ideal lifestyle.
Smart Women Build Wealth
My flagship online program for women who want to understand how money works so they can make empowered money decisions, grow their wealth and live financially meaningful lives.
If you are feeling stuck or anxious about handling your finances, I’ll help you overcome old patterns that hold you back and find your confidence and motivation.
Financial Discovery Sessions
The first step to getting started is to talk with me by phone or by Skype in a free 20 minute conversation to explore your needs and how I can help you meet them.
people contact me
Saving enough for retirement, children’s education or weddings, or other long-term financial goals
Handling an inheritance or another windfall
Preparing for marriage or divorce
Facing a financial crisis such as a serious illness, layoff or natural disaster
Caring for aging parents or a disabled child
Coping financially with the death of a spouse or close family member
Buying, selling or passing on a family business
Why you may need my services
If you feel you do not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life, then I can help.
You may want help getting started. You may be stuck and don’t know how to move forward. You may feel the need for an objective, third-party perspective on what are often emotional, difficult decisions.
In today’s hectic world, it can be beneficial to have a financial expert looking over your shoulder to double-check your planning efforts and make sure you stay focused and follow through with your financial plans.
Send me a message
Get in touch. Let's discuss ways we can start working together.