Working with me saves you time
Women face different financial struggles. You may be the primary bread winner and take care of children and/or aging parents all while running your household. I provide financial advice that helps you balance your financial needs and wants which ultimately saves you time. The core of my business is one to one financial advice. I look at all aspects of your finances, including:
· 1:1 Financial advice based on your goals and needs
· Cash flow analysis & debt management
· Retirement planning
· Investment management
· Insurance needs analysis
· Tax reduction strategies
· Estate planning/settlement strategies
We develop a personalized plan and conduct regular reviews of your progress and investments. In addition to personalized advice, my specialties are divorce financial planning and women’s financial strategies. My dad and I formed a consulting company called Alternative Divorce Solutions to help people better understand all aspects of their finances during divorce and feel confident about the settlement they are accepting.
I am a working mother and realize that time is a precious commodity. I want to help you spend time doing the things you love with the people you love most and feel financially confident.