PLAN A BEAUTIFUL LIFE

“Worry never robs tomorrow of its sorrow, it only saps today of its joy.” – Leo Buscaglia

It may be a quiet fleeting thought or a daily internal battle.  Am I on the right path?  Will we be okay?  Am I doing all of the right things for our family?  Are there gaps to my planning? 

If you suffer with the stress of the unknown, you’re not alone!  Procrastination and fear prevent people from taking the first step.  Life is busy!  As a mother of two and a business owner myself, I understand the daily grind.  But through knowledge comes power, and a sense of command.

We work with our clients to provide answers and unload the burden.  Our team will help you unplug from your busy life and address the struggles and goals you have.  Through our personalized, comprehensive financial planning process, we will help you gain clarity and confidence around what you’re doing, ultimately spending less time worrying, and more time living life to its fullest.

Family First

For me, a full life starts with family. 

Time with them is always time well spent, especially together on a boat in the Adirondacks, travelling the world, or rooting on our favorite sports teams.  Our mission is to give you back valuable time with your loved ones.  

We work with smart, active people, who not only love their families deeply, but also understand there’s strength in TEAM.  You may lack the knowledge, desire, and/or bandwidth to develop and implement a sophisticated financial plan on your own – that’s okay!  There’s no shame in that.  We’re here to help.  If you’d value a compass and a road map efficiently guiding you to the life of your dreams, we are dedicated to educate, encourage and empower you every step of the way.   

With my background, I’m uniquely equipped to take on that role – for more on that, reach out to me: 

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:

Infographic of a pyramid divided into 4 parts surrounded by circular arrows

  • 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

Life Insurance Strategies

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Education Planning & Funding

Disability Planning

Investment Planning & Strategies

Long-Term Care Planning

Boost your financial knowledge.

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