I am a Wealth Advisor, and I specialize in Financial Planning. My mission is to empower women through financial freedom, so that she can live a life full of joy and purpose. I help plan for retirement, and navigate other life changing circumstances such as divorce and loss of a spouse. Also as a women and mother, I understand the importance of caring for our loved ones and protecting their future. I believe women are a driving force in the communities they live in, and planning can facilitate their impact in other people’s lives and the legacy they want to leave behind.
I help friends and families to prepare the best retirement they can have with resources that are available to them and not to run out of money.
I do that by focusing on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them to create a customized yet flexible wealth management approach as their needs and market conditions change.
We will work together to find out what is most important to you regarding you finance, using an established process. We will trailer a plan specific to your news & goals. We will partner together to keep you on track. Why?
Because I a passionate about helping you to achieve and protect your wealth!