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Helping Women Achieve Financial Independence.
And Live on Their Terms.

Helping women 50+ achieve financial independence — the freedom to retire or work by choice — through smart investing, tax strategies, and income planning.

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Are you wondering...

"How do I turn my savings into income?"

"How can I make smart tax decisions?"

"What investments are right for me?"

and...

  • You're a woman, 50+

  • Single or the lead financial decision-maker in your household

  • Have $1M+ in investable assets

  • Want to feel confident and in control of your financial future

  • Appreciate working with a professional who is personable and collaborative

  • Value trusted guidance, so you can focus on life instead of finances

  • Enjoy the flexibility of working together remotely

You're in the right place!

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