Work With Me

A Meaningful Wealth Plan to Inspire Your Vision

Work With Me

A Meaningful Wealth Plan to Inspire Your Vision

Addressing each stage of life:

  • Single & Independent – A decision-making partner can provide you with valuable insights as you navigate the complicated financial world we live in.
  • Re-wirement (NOT retirement) – Where do your dreams take you? Is it a gardening class or a trip to Italy? Say yes to it all! We can help align your resources to support all your dreams.
  • Supermom – You are great at juggling family and work, and it is often overwhelming. Let us simplify your financial life and take one thing off your plate.
  • Picking up the pieces – Pulling it all together after a divorce can be frightening. Let us create a new vision, one that is focused on you: your purpose and your priorities.
  • Moving forward after loss – The death of your spouse is heart breaking. Worrying about money is the last thing you need to do. We can ease that burden with a path designed to give you financial clarity.
  • Honoring an inheritance – your family worked and saved, and now they have left their financial legacy to you. Let us uncover what that means for you and how you might continue to pay it forward.
  • Crafting a legacy – the wealth you have accumulated can be a sense of great joy for many generations to come. Let us create a plan to carry forward the assets and the values for your legacy.

Addressing each stage of life:

  • 1) Single & Independent – A decision-making partner can provide you with valuable insights as you navigate the complicated financial world we live in.
  • 2) Re-wirement (NOT retirement) – Where do you your dreams take you? Is it a gardening class or a trip to Italy? Say yes to it all! We can help align your savings to support all your dreams.
  • 3) Supermom – You are great at juggling family and work, and it is often overwhelming. Let us simplify your financial life and take one thing off your plate.
  • 4) Picking up the pieces – Pulling it all together after a divorce can be frightening. Let us create a new vision, one that is focused on you: your purpose and your priorities.
  • 5) Moving forward after loss – The death of your spouse is heart breaking. Worrying about money is the last thing you need to do. We can ease that burden with a path designed to give you financial clarity.
  • 6) Honoring an inheritance – your family worked and saved, and now they have left their financial legacy to you. Let us uncover what that means for you and how you might continue to pay it forward.
  • 7) Crafting a legacy – the wealth you have accumulated can be a sense of great joy for many generations to come. Let us create a plan to carry forward the assets and the values for your legacy.

The Wealth By Design™ Program

Lifestyle Income Plan

Provides confidence that your money is being used in the most meaningful ways to you.

  • Uncover your purpose
  • Clarify your priorities
  • Crate a legacy vision
  • Discuss the options & opportunities

Lifetime Investment Strategy

Flexible strategy to adapt to lifestyle changes and future challenges with ease.

  • Growth
  • Income Protection
  • Estate Planning
  • Tax Planning

Women with Drive™ Program

Encourages growth and creates more confidence and clarity in your financial life.

  • Exclusive and inspiring educational content
  • Engaging events
  • Community and support
  • Nuggets of knowledge that build financial confidence