HELPING WOMEN STEP INTO FINANCIAL CONFIDENCE

​Most of my clients are responsible, hard-working women who are good savers and manage their household budgets, although when it comes to investing they feel less than confident.  
For many, a change in their lives is leaving them feeling anxious and concerned about their financial future, and is now making their investments a higher priority. They know it's time to step up and take control. 

No matter the circumstance, they generally approach me with the same three concerns:

DO I HAVE ENOUGH?  ​

​WILL I RUN OUT?
​
​HOW CAN I GET A HANDLE ON THIS?

FINANCES MADE SIMPLE

No matter what path you are on, we can help!

TRADITIONAL
​PATH

  • Have you experienced a major life change such as divorce, job loss, or death of a spouse? 
  • Do you need a roadmap on where to go next?
  • Do you need help understanding what you have, how it works and how it will help support you?

PROFESSIONAL
​PATH

  • Are you in the prime of life, but want to better understand your options to make the best possible financial decisions? 
  • Do you need help allocating the right mix of savings to both your current and future goals?
  • Do you want to live your best life today without jeopardizing your financial needs tomorrow?

RETIREMENT
​PATH

  • Do you know how your savings and investments are going to replace your income during retirement? 
  • Do you need help figuring out how long your money will last? 
  • Are you concerned that you will outlive your money? 
My true passion as a financial advisor is to help you fully embrace your financial future by providing an environment where you are comfortable asking questions, where you can trust the process and can begin gaining clarity by understanding WHY you are making certain financial decisions. Only then can you truly gain the confidence you need to feel secure.
Check the background of this investment professional on FINRA BrokerCheck