I’ve Been There.

When it comes to financial planning and looking ahead to the future, it can be confusing, exciting, and overwhelming. I know because I have been there.

I know what it is like to be a young dental professional with an entrepreneurial spirit knowing I would not work in that role forever, and wondering often if you’re doing the right things or taking the steps to achieve what you want.

I know what it is like to find yourself in a new job during a pandemic, searching for a more fulfilling purpose, and in big life transitions during some of the most pivotal times in your life, and wonder how you are going to get there.

I am here to help guide you with strategies tailored to your aspirations and challenges. I will be there as a source of strength and peace of mind to remind you that you are not alone in your journey to achieving financial security and stability. We will cultivate long term relationships built on trust and collaborate together to develop a successful plan that transforms with you as you grow and accomplish your dreams.

 

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My Clients.

I am building a national financial planning practice and enjoy working with most people, but find I can have the most impact in fast-paced careers with an emphasis on empowering women. Some of these careers include dentists, dental therapists, dental hygienists, dental assistants, medical professionals, sales reps, business owners and 1099 employees.

Here are some of the ways I can have the most impact on professionals:

-Going through a transition (buying a house, changing jobs, getting married, getting divorced, having a baby, changing tax brackets, and increased income)

-Wanting to understand your benefits clearly, which benefits you should be thinking about, and what else is available beyond what your company offers

-Anticipating significant career changes and needing support  

-Looking for an external perspective

-Expecting generational planning and circumstances to impact your financial situation

-Planning for nonworking spouses or female breadwinners

 

 

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  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Boost your financial knowledge.

Financial Planning for Women