Financial planning and wealth management for women with vision.
You can see the life you want. Let’s organize your finances to secure your future while you live well today.
Media Mentions
Media Mentions
Make the most of your life and your finances.
We do this by prioritizing what matters most to you in life and aligning your money around those values.
I’ll be your guide by listening to you, answering your questions and helping you navigate choices. I am:
Independent
You don't have to wonder if my recommenda-tions are influenced by sales targets. As an independent financial planner, I work for you.
Fee-only
You never have to worry about hidden fees or commissions.
Fiduciary
This means your best interest comes first. Always. As a CERTIFIED FINANCIAL PLANNER™ I've taken that oath.
Straightforward
You'll be able to follow the conversation because we'll discuss your finances in plain language, without jargon.
Collaborative
We design your plan together: in this relationship, I’m the guide and you’re the thinking partner.
We’ll work together to design your financial future and put you in control of what can sometimes feel like financial whack-a-mole. I’ll help you find clarity and see the path ahead, so you can spend more time living life and less time wondering if you’re doing this right.
Ongoing Financial Planning
Just like life, money is dynamic.
Money is also the #1 source of stress for women in the US.
The good news is that a solid financial plan can help turn that stress into a source of strength.
That’s because financial planning isn’t a one-time event. It is an on-going, collaborative process that flows with your life. When surprises arise, you have the tools to navigate with confidence.
Investment Management
You deserve to have your money be a source of strength.
My investing approach helps you focus on the long term with confidence by:
Media Mentions
New York Times
And one big mistake to avoid.
Barrons.com
That’s because the young client based in Brooklyn, N.Y., is also saving for a near-term goal.
Barrons.com
The classic 60/40 portfolio is holding up well in this nasty selloff, which the Trump tariffs sparked. Investors must be breathing a sigh of relief.
CBS News
Interest rates on high-yield savings accounts and certificates of deposit (CDs) have dipped in recent months, thanks in large part to three federal funds rate cuts by the Federal Reserve to close out 2024.
Yahoo Finance
The financial sisterhood is real. When women need help managing their finances, most trust their fellow females to lead them in the right direction.
CBS News
In recent years, savers have earned exceptionally high yields thanks to a series of interest rate hikes designed to combat inflation.
Nerd Wallet
Specific goals tied to your top priorities have the best chance of success.
Financial Planning
Most women clients seek financial advisor referrals from other women.
Reuters
A couple of years ago, Amanda Coffee and her husband were poring over her company’s open enrollment options, when she noticed an intriguing legal benefit.