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Who I Work With


✓ Retired, or Close to it

Retirement planning is complicated, and is often a source of financial stress. Many of the decisions that go with it cannot be undone. I specialize in helping pre-retirees and retirees plan their finances. 

✓ Widows

With a third of my clients as widows, I understand the unique financial needs that can make your difficult transition more manageable. I'm dedicated to helping women who have loved and lost – navigate the financial details and move forward on their own...yet not alone.

✓ Diligent Savers

While my clients would hardly consider themselves to be "rich", thanks to a lifetime of diligent saving and frugal living they have accumulated a nest egg of at least $100,000. *Minimums may be waived for friends and family of existing clients.


Does This Sound Like You?

Let's get in touch


While I would love to help everyone, I have very intentionally limited the number of clients I serve so that each client gets the personalized attention they need. If you feel you are not a fit for the criteria above, I would be happy to help you find an ideal qualified financial advisor for your needs.