Financial Services
for Women

I am especially passionate about working with women in transition who may have recently divorced, lost a spouse, or are navigating a career change. I feel very strongly about educating women to make sure  they feel confident about their money matters.

Often women face difficult issues regarding their retirement preparation and retirement years:

• During their working years women often receive far less pay than their male counterparts
• Less pay = less Social Security benefit in retirement
• Important strategies for those who are divorced or are survivors as they consider filing for Social Security
• Women often outlive their spouses and are then faced with the dreaded Required Minimum Distribution widows trap

As a CERTIFIED FINANCIAL PLANNER™ practitioner, I am a fiduciary, committed to building a solid relationship of trust. As our relationship evolves, I hope you come to regard me as a valued resource, a professional who can help you make more informed decisions regarding your financial issues.

Effective financial planning requires an open line of communication between advisor and client. It is essential your advisor learns as much as they can about your financial goals, time horizon, values, and risk tolerance in order to develop a customized financial analysis also known as a road map for your financial objectives. Once this is established, it is equally important your advisor maintain an ongoing role as your accountability coach.