Work With Me + Gain Financial Clarity
We offer individualized financial planning for women and people looking to be their own boss. We can talk about a specific challenge or design a comprehensive financial plan together.
Comprehensive Financial Planning
Stop questioning and start getting answers. I’m here for the long term to help you plan as your life and work situation changes.
Starting at $6,625 for individuals and $10,500 for couples
Small Business Planning
Make sure your business endeavor is financially sustainable and give it the best chance of success.
Fees range between $12k and $25k depending on complexity.
Investment Management
Full-service outsourcing of your investments so you can focus on your life and your career. You will review and approve the strategy and we will implement it.
Fees are 1% of assets
Here’s what you can expect when you work with me:
Actionable Advice
You’ll always receive a clear summary of recommendations of what the next steps are.
Virtual Meeting Options
For your convenience, I use virtual screen sharing and video conference software for our meetings. I have a paperless office and work using secure online portals. Your information is safe with me.
Individualized Approach
All the recommendations I make will be customized to reflect your goals and priorities.
Fiduciary Duty
Working with a fee-only advisor means you’ll receive unbiased advice. Fee-only means that you pay for my expertise, guidance and support, not for commissions or a sales presentation.