Financial planning for people who have enough on their plate.
Feel more confident about your financial future, and free up the mental space for everything else that matters.
Is This You?
Have a full life and feel too busy to stay on top of your finances.
Wanting more flexibility in the future, but not fully sure if you’re on track.
Want financial advice without having to hand over your investments.
Feeling sandwiched between raising kids and helping aging parents.
Looking for thoughtful and comprehensive financial guidance without the pressure to optimize everything.
How Can I Help?
I believe financial planning should feel approachable, collaborative, and grounded in real life, not commission or product driven, and filled with jargon. My role is to help you navigate life and financial decisions with confidence and peace of mind.
There are two ways for us to work together:
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A 3-month planning engagement designed to help you evaluate where you stand today and identify opportunities, gaps, and next steps across your investments, retirement planning, cash flow, insurance, estate plan and long-term goals.
By the end, you will take the plan and implement it on your own without needing to hand over your investments.
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For people who don’t want to manage every financial decision on their own. We’ll help manage your investments, keep your financial plan aligned with your goals, and provide ongoing guidance as your career, family, priorities, and life continue to evolve.
Comprehensive planning is included in this service.
Who I Serve
I work with women and busy parents navigating full lives - whether that means sustaining a demanding career, raising a family, caring for aging parents, navigating a career transition, or planning an early retirement.
They want to be intentional about their finances long before traditional retirement age, but struggle to find the time and mental space to manage everything on their own. They may have never worked with a financial planner before and don’t know how to find someone they can trust.
Who Am I?
FFFF (A Few Fun Financial Facts):
Bought my first stock in college.
Watched my 401(k) and that stock I bought get cut in half during the 2008 financial crisis.
Became my husband's unofficial investment manager six months after we started dating.
While at my corporate jobs, I was the person scheduling lunches with my coworkers to talk about investing and giving tips about their 401(k).
While running my art business, I listened to personal finance podcasts while painting and spent an unusual amount of time researching retirement accounts.
I have worked in both tiny businesses (my own!) and huge corporations. For a long time, I felt like a square peg trying to fit into a round hole. Looking back, the clues were there long before I made this career change.
Financial planning is one of the few professions where I get to bring together everything I love—analytical thinking, psychology, and creativity—to help people build a life that feels true to them. Every plan begins with numbers, but the best recommendations come from understanding a person's values, experiences, fears, and hopes for the future.
If you’re the type who likes to read bios, you can read more below.
I believe money is most meaningful when it supports the life you want to live.
Let’s meet and see if we are a fit.
