Services

At a high level, I offer full-service, fee-only, personal financial advice. I help you get ready for retirement through guided exploration, personalized financial strategy, and co-implementation.

In tangible terms, my services include…

Holistic planning

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 retired life.

Financial strategy

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.

Facilitation

I coordinate with your other professional advisors—for example your CPA, attorney, or insurance agent—to make sure we’re all on the same page when it comes to your financial future.

True advisory

As a fee-only, fiduciary financial planner, I’m legally bound to act in your best interest. Unlike some firms that receive commissions for selling you financial products, I’m a true advisor.

Scenario analysis

I provide comprehensive analyses of divorce settlements, job offers, and potential scenarios to help you make informed decisions about your future.

Who I work with

With 25+ years of experience in professional wealth management, I have developed deep expertise in helping a specific type of client.

We’re a good fit to work together if…

  1. You’re a woman in your fifties or sixties.

    I have devoted my career to helping women retire comfortably and on their own terms. I have a deep understanding of the challenges faced by women before and after retirement.

  2. You have at least $1 million in assets.

    Due to the high-touch, personalized nature of my services, I am best equipped to help if you have accumulated at least $1 million in investment assets (excluding real estate).

  3. You want to balance present & future.

    We’re a good fit to work together if you want to balance living well today with feeling comfortable and confident about your future.

  4. You value collaboration.

    I do my best work with clients who like the idea of having an experienced partner–advisor to discuss ideas and collaborate with on your planning decisions.

  5. If you’re married…

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

Live life greater.

If you want someone in your corner to help you get ready to retire comfortably on your own terms, I invite you to reach out for a complimentary phone consultation.

Click the button below to learn more.

Schedule a call ➔