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A thoughtfully crafted wealth management plan could potentially provide you with protection, options, flexibility in all kinds of weather, and could possibly allow you to truly enjoy the ride.  As a female business owner working virtually,  I help solopreneurs and other investors feel confident that the investment strategy we design, in collaboration with your plan, helps you reach the fulfillment of your dreams.  

Dreams are as individual as starfish. And for independent spirits, dreams may be as multiple as starfish on the beach. That's why the financial plan you adopted in your 30's, 40's or even 50's may no longer address your changing goals.

Long-term relationships that encourage open and honest communication have been the cornerstone of my success.

<strong>Where You Are</strong>

Where You Are

I understand how it feels to be overwhelmed by confusing investment information and advice.  As a solopreneur myself, I meet you where you are.  

<strong>Where You Want To Be</strong>

Where You Want To Be

To High Net Worth individuals, clear planning advice specifically for you is paramount so it can help you make the best choices in positioning your resources.  

<strong>How You Get There</strong>

How You Get There

In my three decades as a financial professional I've guided hundreds of clients on their investing and wealth management journey. Let me share my process with you.  

Your life is a story only you can write.

Allow me to help plan your story with intention.

"The art and science of asking questions is the source of all knowledge."

- Thomas Berger





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