The clients I serve best are looking for a long-term personal relationship with a trusted advisor. They prefer to delegate financial planning/investing because they lack either the time or knowledge to properly do so themselves. A typical client has a household income of $100,000 or more and $100,000 to $3,000,000 to invest.
Financially independent women
I am focused on serving female clients whether they are married, single, independent, divorced or widowed. I understand that financial planning for women has unique challenges and I am here to help women navigate those differences.
Couples Near and New to Retirement
As we age, financial decisions become more complex. Questions arise. Will I run out of money in retirement? Can I maintain my current lifestyle when I retire? How much can I spend? We can work together to answer these questions.