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I do my best work with friendly, financially responsible women in their 50s and 60s who have accumulated over $1,000,000 of investment assets.

If you’re married, you want your spouse to be involved in the financial planning process

You want to balance living well today while feeling comfortable and confident about your future

You like the idea of having an experienced financial guide to collaborate with on your planning decisions

If you’re a woman who is 50 to 70 years old and the details above resonate with you, I invite you to schedule a complimentary phone consultation below.

Not ready to talk yet?

Learn more by reading my blog or

listening to Women’s Retirement Radio podcast.

I wish you the best!