Broker Check

“You must do the thing you think you cannot do."
~ 1st Lady, Eleanor Roosevelt

Women & Financial Planning

Women & Financial Planning

Planning for a secure financial future is a woman's issue.  Women usually live longer than their male spouses, and women usually spend less time in the workforce than men - having children, time away to raise children, and time away to care for a loved one.

Call today to begin the conversation.
Now that you are a widow.

Now that you are a widow.

Suddenly alone, suddenly responsible for all your financial decisions, and you feel overwhelmed. You want to gain knowledge and understanding about your financial situation, and feel confident that you make the right decisions.

Call for an appointment to begin your new journey.
Financial Issues of divorce

Financial Issues of divorce

Experiencing a divorce is rarely something couples expect to face. Yet, inevitably; some marriages do unravel, affecting each partner's financial life in the process. Your financial situation can be one of the most important elements to understand as you navigate a divorce.


Learn more
Women Business Owners

Women Business Owners

Women business owners are focused on running their companies, taking care of family, and planning for the future. One way to look to the future is to implement a solid business succession plan. For instance, buy-sell agreements are frequently utilized to facilitate the sale or transfer of a business’s interest. 

Let's talk about what keeps you up at night.
Client Centered

Client Centered

Women face unique challenges as they prepare for retirement. On average, women live longer than men and may spend thirty years or more in retirement.

Women should work with a financial professional to help them build a plan of action to take the mystery out of preparing for today and tomorrow.  A plan is the foundation of peace of mind.  Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses on your needs, wants, and long-term goals.

I would be honored to be your financial professional of choice. Contact me to schedule a no-obligation discussion, and together we can begin building your plan.


Learn more

Have a Question?

Thank you!
Oops!