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The Millennial’s Guide to Retirement Planning
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Helping you live your best life.
I believe a Financial Representative is someone that you trust to coach you to reach your objectives that are important to you. I pride myself in helping busy women take one more to do off their plate by providing them with a financial plan the provides security and confidence around their financial goals.
I enjoy working with all ages, genders, races, ethnicities, and backgrounds but when I get to work with female entrepreneur’s, single mothers and busy mothers who hold the financial stress for their families it energizes me and helps drive my purpose. Being a single mother for 10 years myself, as well as an entrepreneur and holding the financial stress for my family I am positioned to understand the challenges around financial planning, saving, debt reduction and stress and overwhelm of trying to manage your finances. My mission is to bring the same calm and confident presence my advisor provided for me around my financial plan.
I have seen the impact of creating a solid foundation that helps clients feel energized and secure knowing they are saving for their goals and their children’s goals while also transforming their relationship with money and being able to teach their children to do the same, empowering generational wealth.
Get a financial plan that prioritizes your priorities.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Step One. I want to get to know YOU, your goals and all your current financial situation. The first meeting I'll spend a majority of the time just asking you questions about how you were raised, your business or career and anything else that may come up! {Dogs or cats? Chocolate or Vanilla? Staying in or Going out? Is Pineapple allowed on Pizza? Cilantro or Cilantr-NO? All life's great debates!}
Step Two. I'll meet you where you are in your financial journey, and from there we'll dig into investing, taxes, insurance and learning all the things in the process of becoming the CEO of your finances!
Step Three. Recommendations. Depending on your goals and needs, I'm here to help you!
I can't wait to hear back from you. Your journey is only beginning, and now I am part of it. I'm honored to help you!
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Multigenerational Planning
Investment Planning & Strategies
Tax-Efficient Strategies
Long-Term Care Planning
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4