Developing and maintaining financial strength allows women to create the life they choose.
In my practice, my main focus is helping women manage their financial assets. Using experience gained over the course of my career, I am able to identify the specific problems that face women in today's environment. Women on average outlive men. Women are usually caregivers to children and aging parents. Women have historically earned less than men in the workforce and on their investments. It is imperative that women have a strong financial road map to preserve and grow their wealth. I provide financial recommendations and services that can help design that road map.
Deep trust is pivotal to my relationship with my clients. This allows for effective communication which is necessary for ongoing collaboration.
This has been my commitment to my clients--individuals, families, and not-for-profit organizations--for over twenty years in an effort to protect and increase their wealth, and bring peace of mind by helping to improve their financial well-being.
I am committed to helping all of my clients achieve their financial dreams and I look forward to hearing from you. Let me know how I can help!