Money Mindfulness

As an Associate Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst®, I believe my job is to start a healthy dialogue between you and your money and help guide you on your journey to financial freedom. I believe you should feel good when you think about your money! My role is to ask you questions, to answer your questions, to learn what you want and what you don’t want and to guide your relationship with your money to a healthy place. This is your life and your path.

So where is the best place to start? Right where you are, right now. This is the point in your life to pivot in a new direction- to rediscover and recommit to yourself and your future. You got this, and I'm here to help you be the Rockstar that you are!

The Financial Freedom Journey

Thank you for taking the first step toward your financial freedom by visiting my site and learning how I can help my clients!

If you and I start on this journey together, we'll use many tools to identify your values, your goals and how to help you with the decisions you are making with your money. We'll chat about investment strategies and track your progress along the way; how to help protect you and your loved ones from financial stress and future burdens; how to take the money you make and invest it for your future while not depriving yourself of the joy of your present, and many more fun areas!

I hope you take the leap and come in for an initial visit!

12
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 1 reviews 100.0

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)