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Who are my Clients?

  • Those experiencing a life transition

    • spousal death

    • recent marriage

    • divorce

    • injury

  • Senior Citizens​

  • Adult Children

  • Busy Professionals

  • Anyone seeking assistance with their day-to-day finances.

Father and Daughter
Beautiful Nature

How do I work with you?

  • Simplifying your finances by sitting by your side and executing your preferences.

  • Guiding you through complex financial waters to meet your goals:

    • maintain independence​

    • reduce debt

    • increase your credit score

    • combat fraudulent scams

    • set and maintain savings goals

    • and more.

Financial Roadmap

When I meet with a client, I assess their specific needs, and current status of financial health. I work with my clients to develop and implement a Financial Roadmap. With this tool, we can monitor and address your unique goals along the way. This tool also lends a hand in starting the client's "documap". A "documap" is a collection of pertinent information that a client or loved one can access when the time arises. This documap lists the location of your Estate documents, which professionals you hired (Attorneys, CPA, etc.), list of accounts (insurance policies, etc.) and more. 

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