Financial Success Strategies
My passion is helping professional women and their families, as well as small business owners, apply the same excellence to their personal finances that they employ every day in their work environment. As a CERTIFIED FINANCIAL PLANNER™ practitioner and Financial Advisor, I give my clients candid and straight-talking advice about how to lead a successful financial life that puts them in control of their money rather than the other way around.
I offer my clients sophisticated and comprehensive financial planning services, allowing me to look at all of their money-related concerns, including planning for retirement accumulation and income, estate strategies, long-term care expenses, college funding, and business succession. This holistic approach can be extremely valuable for busy professionals who want an advisor to put all of their financial planning needs into one coordinated strategy.
Volunteering is in my DNA, and I've been involved with nonprofits for over 40 years. I have consistently focused on taking leadership roles where I can positively impact my community.
In addition to the CFP® and applicable securities registrations, I hold an Accredited Domestic Partnership Advisor (SM) or ADPA® designation, as well as the designation of a Life Underwriting Training Council Fellow (LUTCF). Among my areas of focus are long-term care planning and services regarding risk management and investment strategies for same-sex couples or heterosexual couples who are not legally married.