Fiduciary, Fee-Only Financial Planner
As a CFP® professional, I specialize in helping families navigate the financial complexities of retirement with confidence and ease. My approach is all about collaboration—I’ll listen to your goals, your concerns, and your dreams, and together, we’ll create a personalized plan that empowers you to live the life you’ve worked so hard to build. We'll not only build a financial plan with investment options designed to meet your goals, we will look for opportunities to minimize your taxes, create a social security strategy based on your situation, review your estate plan to ensure a well thought out transition to the next generation, look for ways to maximize charitable giving and give you the confidence to let your money give you a paycheck so that you can live your best retirement.
When I’m not working with clients, you’ll often find me cooking with my teenage twins or traveling to a new destination. Cabo is one of my favorite locations. I love animals and we have 2 cats and 3 dogs at home. My newest dog, Eloise, is a rescued Great Pyrenees who we thought was a senior dog when we adopted her...but she's likely 5 years old not 9! She was kept in a pen and used for breeding but now she is safe with us. She has made it through a tough heart worm treatment, a cancer diagnosis and surgery and she's now living out her best retirement with me, indoors, on her own queen size mattress with a fan positioned at her every night!
