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.

AS FEATURED IN

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+ (or close to it) 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!

Get Started

Not ready to schedule a call yet?

Start with my Financial Readiness Checklist — 15 quick yes/no questions to see where you stand and what deserves attention first.

Takes less than 5 minutes

Take the Assessment