I believe having a financial plan that considers issues and styles specific to women is key to building sustainable wealth for the whole household and the greater community.

I specialize in creating modern financial plans for professional women and couples who value the outdoors and social equity. My clients prefer to align their investments with their values, seek diversification in their plan, and have an untraditional outlook on what it means to retire.

Sound like you? Schedule a meeting for a free consultation today.

Kayak

Get a financial plan that prioritizes your priorities.

I'll guide you through each step, so you'll have a plan to enjoy life today, while planning for a confident future. 

Get Out The Map

  • 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.

Boost your financial knowledge.

I am your Money Coach and Business Consultant. Check out these helpful articles and then grab some time on my calendar to learn more.

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

Schedule A Meeting

For a free consultation to learn more if my services are a good fit for you, use the link below to grab time on my calendar for a quick meet and greet. I'm looking forward to meeting you!