Financial planning is different for women.
We want to make confident, meaningful decisions with our money, invest in what we care about, and achieve long term financial security and control – for ourselves, and our families.
Statistics tell us that women live longer than men, about half of all marriages end in divorce, and women will inherit on average twice in their lifetime.
That means that inheritance planning, legacy planning, and our financial future needs a personalized, individual approach that takes into account our history, life’s journey and aspirations.
I believe you CAN take control of your finances and make a difference.
Before becoming a financial planner, I worked for almost two decades in social work, teaching, and counseling. One of the most important parts of that work is asking meaningful questions, and learning as much as you can about a person’s unique needs, strengths, challenges, and dreams for the future.
I’ve always felt driven to bring that same holistic and respectful approach to the financial services sector.
I believe too much financial planning has to do purely with money, while ignoring what I call “the meaning behind the money”.
After all, the point of financial planning isn’t to make money, it’s to make lives. It’s to help people live a meaningful and purposeful life.
Once we discover what really matters to you, we can work together to create strategies, and use the right tools that can absolutely make your dreams a reality. Whether you want to improve your financial literacy, plan for the future while enjoying the present, or be more philanthropic while paying less tax, I can get you there.
Financial planning shouldn’t be a chore, or an order, it should be an invitation.
So, what would you like to do?
More is possible with your wealth than you thought.
Make confident, meaningful decisions with your money, and maybe even change the world doing it.