Phoebe Story

Phoebe specializes in working with business owners, entrepreneurs, influencers, and content creators—helping them navigate financial complexities while growing their businesses. For self-employed professionals, financial planning often takes a backseat to daily operations, but starting early is crucial. Without traditional employer benefits, it’s essential to build a strong financial foundation. Phoebe helps her clients develop personalized strategies for managing income fluctuations, optimizing tax efficiency, and building long-term wealth, ensuring financial stability while they pursue their passions.

In addition to her work with entrepreneurs, Phoebe is highly skilled in retirement income planning, guiding individuals as they transition from wealth accumulation to creating a sustainable retirement income. With longer lifespans and rising costs, retirees face complex decisions that require careful planning. Phoebe helps clients optimize Social Security, structure tax-efficient withdrawals, and maintain financial security throughout retirement. Her goal is to provide clarity and confidence, ensuring her clients enjoy the lifestyles they’ve worked so hard to build.

Beyond her career, Phoebe values time with her husband, their three children, and their two dogs. Whether exploring the mountains or relaxing by the beach, adventure and travel are central to their family life. She believes that quality time with loved ones is the greatest investment of all, and she is passionate about helping others create financial plans that allow them to focus on what truly matters.