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.
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 $250,000. *Minimums may be waived for friends and family of existing clients.
Does This Sound Like You?
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.