Let's see if we're a fit
I help women navigate the transition into retirement — and everything that comes with it — with clarity, confidence, and a plan that actually fits their life. Not a one-size-fits-all strategy. Yours.
After 30 years of this work, I've learned that the best client relationships start with honest alignment. Here's who I'm best equipped to help — and if this sounds like you, I'd love to talk.
I've devoted my career to helping women retire on their own terms. I have a deep understanding of the challenges women face before and after retirement — and years of experience navigating them together.
Due to the high-touch, personalized nature of my work, I'm best equipped to help women who have accumulated at least $2 million in investment assets (excluding real estate).
You're not interested in pinching pennies — you want to enjoy the life you've built while knowing your future is protected. That balance is exactly what we'll work toward together.
I do my best work with clients who want a real relationship — someone to talk through decisions with, not just someone who sends quarterly statements.
Financial planning works best when both partners are involved. I want your spouse to understand the plan — and to know exactly what to do if something unexpected happens.
If we decide to work together, here's what you can expect — not just from the plan, but from the relationship.
We'll simplify your financial life as much as possible — one organized picture of where things stand, what they mean, and what to do next. Money isn't always easy, but it should always be clear.
Sometimes you need a gentle nudge. Sometimes you need honest feedback. Either way, I'm here — not just to hold you accountable, but to celebrate the wins along the way too.
Money is emotional. Having an objective third party in your corner helps you make clearer decisions — ones based on your goals and values, not fear or market noise.
I keep my client list small so I can be proactive. You won't have to wonder if I'm thinking about you — because I regularly reach out, not just when you call.
I won't just tell you what to do — I'll explain why, walk you through your options, and make sure you feel confident in every choice we make together.
As we build trust over time, I hope you'll feel comfortable bringing me anything — not just financial questions, but the life decisions that money touches. That's where the real work happens.
Retirement planning touches nearly every corner of your financial life. Here's a more granular look at what our work together includes.
If it matters to you, it matters to the plan.
Want a closer look at the gaps and vulnerabilities we watch for proactively? Here's what we review together →
I'd rather be upfront about what doesn't fit than have either of us discover it after we've started. Here's what to know before reaching out.
I do manage investments — but that's the foundation, not the ceiling. If you're looking for someone to pick stocks and send quarterly statements, this isn't the right fit. The work here is comprehensive planning across every corner of your financial life.
You'll work directly with me — not a junior associate, not a rotating team. I keep my client list intentionally small so every client gets real attention. That's a feature, but it also means I'm selective about who I take on.
I'll do the heavy lifting, but I need you engaged. The best outcomes come from clients who show up, share what's changing in their lives, and stay involved in the decisions. This is a partnership, not a handoff.
I'm fee-only. I don't earn commissions, I don't sell products, and I have no financial incentive to recommend anything other than what's right for you. My interests and yours are aligned by design.
The transition into retirement is full of decisions that can have lasting consequences. Even smart, thoughtful women can miss opportunities or make choices that quietly cost them over time.
Filing too soon can permanently reduce your lifetime income. We model different scenarios to find the timing that's actually right for your situation.
Drawing from the wrong accounts in the wrong order can trigger unnecessary taxes and erode your savings faster than it should. Sequence matters more than most people realize.
Without proactive income planning, you can accidentally increase your Medicare premiums by thousands of dollars a year — often without seeing it coming.
Early retirement is often the ideal time to convert pre-tax funds to Roth — before RMDs begin and while you're in a lower tax bracket. Miss it and the opportunity closes.
Healthcare is consistently one of the largest expenses in retirement. Planning for it — especially the gap between retirement and Medicare at 65 — is essential, not optional.
After decades of saving, spending can feel uncomfortable. But the early years of retirement are often your healthiest and most active — and waiting too long to enjoy your money is a real risk too.
The first step is a simple conversation — no pressure, no commitment. Just a chance to see if this feels like the right fit.
Let's see if we're a fit