Empathy, expertise, and empowerment

FOR WOMEN TO NAVIGATE LIFE’S CROSSROADS WITH CONFIDENCE.

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Life brings about change, often when we least expect it.

If you’re a woman preparing for or going through a major life transition, I understand the whirlwind of emotions you’re feeling right now. The uncertainty, the fear, the hope—it’s all part of the journey.

So is the pressure and urgency to make a series of crucial decisions at an uncomfortable pace required to be successful.

You’re not alone.

I’ve been there too—both personally and professionally.

After my divorce, I found myself scrambling to make sense of my financial situation while feeling overwhelmed by the weight of sudden responsibility. I was fortunate to have a social and professional network of people who supported me through that difficult time. This is a luxury not every woman has in her life, which is why I am so passionate about providing that service.

Professionally, my experience as a former Trusts and Estates Attorney, and Family Office Executive—paired with my current role of Financial Advisor—has brought me alongside countless clients with their own crossroads. Walking through each of those circumstances uniquely equipped me to educate women on what to do before, during, and after their legal and financial challenges and opportunities.

What’s your story?

The road of life twists in many ways. Some turns come with plenty of warning signs, while other sudden detours pop up unexpectedly. Here are a few I see often. What’s up ahead for you?

Increased Income

Sudden wealth can come in a variety of ways. Whether it’s a promotion, career change, legal settlement, inheritance, or sale of a business, I’ll help you optimize your good fortune to empower the life you imagine.

Birth of a Child

Welcoming a new life brings joy and new responsibilities, reshaping your financial priorities. Let’s develop a plan that will give you peace about your growing family’s stability and confidence for your child’s future.

Divorce

Splitting one life into two often demands swift, informed financial decisions during a time of heightened emotional distress. I can be your much needed support system on multiple fronts here.

Widowhood

In the midst of grief, the reality of financial independence can be daunting and complex. I’ll guide you with compassion and empathy, helping you navigate this sudden transition with confidence and clarity.

Long-term Care

As the roles reverse with your aging parents, so do the financial responsibilities. I’ll help you ensure dignity for them without compromising your financial well-being.

Empty Nest

Paying for college is just the tip of the iceberg when the children fly the coop. This time for rediscovery is also a time for reevaluating your financial plans to fulfill your dreams and secure your future.

Retirement

Stepping away from a career brings freedom but also new challenges in managing wealth for a life of leisure and legacy. Let’s fill this new chapter with joy, not financial stress.

Exiting a Business

Selling your business is more than a transaction; it’s a transition into a new phase of life. With thoughtful preparation, let’s make this a smooth and fulfilling journey into a future that is as vibrant and engaging as the business you built and nurtured.

A Wealth of Information

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