Why Choose Me

When you’re navigating a life threshold, divorce, grief, inheritance, caregiving, or legacy design, you deserve more than generic advice. You deserve thoughtful, emotionally intelligent support that honors your story, your values, and your pace.

My Core Values

Dignity: I meet you with respect, no matter what season you’re in.
Clarity: I help you organize complexity into simple, empowering steps.
Compassion: I honor the emotional weight of financial decisions.
Integrity: I am honest, direct, and committed to your best interest.
Purpose: I help you align your money with your values, legacy, and long-term goals.

My Approach Is Different

I don’t just offer planning; I hold space. I listen deeply. I understand that transitions are emotional, spiritual, and practical. My guidance is always tailored, trauma-aware, and grounded in your real life, not a cookie-cutter strategy.

What I Bring to Your Journey

Certified Divorce Financial Analyst® with over a decade in advisory roles
Deep training in behavioral finance and values-based decision mapping
Leadership in financial services innovation, including tech and AI
Personal experience in grief, caregiving, and legacy transitions
A calm, clear presence committed to your well-being

Special Considerations

I am especially honored to support individuals in vulnerable seasons, those feeling overwhelmed, emotionally exhausted, or uncertain about where to begin. Many of my clients arrive after grief, betrayal, burnout, or disconnect from traditional financial systems.

If you’ve ever felt like a survivor without a map, this is a space where your story is honored and your next chapter is built with care.

Informed, Compassionate Support

As both a legacy strategist and daughter, I bring personal and professional insight to elder care transitions. I serve as a Healthcare Power of Attorney for loved ones with cognitive decline and complex health disorders. These lived experiences shape how I hold space, with tenderness, practicality, and deep respect.

Financial and legal strategies tailored to cognitive transitions
Guidance through healthcare and long-term care systems with clarity
Connections to local and national support networks
Dignity-centered approaches to preserving autonomy and family voice

My Promise to You

You will never be rushed. You will never be judged. I will walk with you through whatever season you’re in and help you find the next right step, with financial clarity, emotional grounding, and a plan that feels possible.

Let’s Connect