Financial Advisor and Partner for Women Professionals & Executives

I walk in your shoes. I can help. I understand you.

You’re a successful executive woman or professional, but you can use a partner to help manage all the pieces of your financial life, or beehive, as I like to say. I’m in your shoes. As a working mother of four teenage daughters, I understand the daily struggle of balancing both my career and daily job responsibilities, with the desire to spend a maximum amount of time with my girls, before they start their own journeys as adults! Some days, all the pieces seem to fall into place. Others, I feel like all I’ve done is spin my wheels in the wrong direction, while accomplishing absolutely nothing.

Understanding company benefits, retirement savings and financial planning as an executive woman.

What I DO know, is that when you layer on the responsibility of understanding all the potential company benefit opportunities, retirement savings goals, current family financial responsibilities, and so on, this can push anyone over the edge of sanity. Let’s work together, and develop a holistic, comprehensive financial plan, that incorporates your professional assets with your personal goals. My process includes understanding your time and resources, and helping you allocate both, to increase your opportunities while decreasing your stress.

We work together to pursue your financial goals.

Working as a team, we will work through every aspect of your professional and personal financial beehive of life, and combine all the pieces in a way that not only reduces your stress, but also allows for increased growth. We start by evaluating all of your income potential, assets, employee benefits, debts, and responsibilities to be sure we have a plan for each. I call this understanding the various honeycombs which comprise your financial beehive. My tools allow me and my clients to see a visual picture, with actual asset values updated daily, so that clients finally have one clear, big picture of where their beehive stands today.

We put the financial pieces together.

Next, we evaluate each of those pieces of the beehive (I call them the individual honeycombs). We may jettison some pieces, reposition others, and incorporate new additions to your hive. In this phase, we are helping you gain clarity as to how your current financial beehive is functioning. Once we clarify your financial beehive, then we work towards having it work for you – really work for you.

YOU are the Queen Bee of your hive. I am there to support and guide you, but you are the Queen.

Together, we’ll help get your financial hive producing honey, preserving your assets (little bees), and launching other projects, dreams, and goals that you may have for your professional and personal lives.

We can do this.

Let’s grow your beehive together.

Contact me today to start your journey!