Financial Advisor for Women | Atlanta, GA

Just some of what we'll work on together

Tax Reduction Planning

I review my clients’ tax returns each year to look for opportunities for better planning in the context of your current and future taxes. Many financial advisors don’t (or can’t) review your tax return.

Evidence-based Investing

I help you invest your assets in responsible and tax-efficient vehicles to protect you against financial uncertainty and enable you to retire without money worries.

optimized lifestyle

I help you coordinate and plan your investments, taxes, estate, and insurance policies to limit your financial exposure and help you get more out of life – now and in retirement.

Learn More

The Wealthcare For Women Financial Guidebook

Many women simply don't get around to long-term financial planning. These are smart ladies who manage their household budget efficiently, spend responsibly, and contribute regularly to their savings. But ask them where they want to be in 10, 15 or 25 years, and whether their current savings and investments are on track to achieve those goals, and they draw a blank. Why is it, when we have a huge financial services industry centered around helping people answer these very questions, that planning for our financial future is so problematic?

Get it on Amazon