My Approach

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement® approach to help my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.
8
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 2 reviews 100.0

Areas of Focus

  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies

Education

  • Baker University, Bachelor's Business Administration, Magna Cum Laude
  • College for Financial Planning, Chartered Retirement Plans Specialist designation

Files for Download

My Videos(2 videos)