My personal story is part of what drives me to help others manage their personal finances. Growing up I faced considerable uncertainty when it came to finances. I learned a lot from those experiences. I also became more educated through both my school and professional experiences.

I feel fortunate to have overcome my past financial challenges. This book also discusses the challenges I faced growing up as well as what led me to focus on working with female-led households.

As a financial advisor, my goal is to help clients who are uncertain about their financial future become more informed. My process is designed to take clients on a path from Point A (Retirement Uncertainty) to Point B (an Informed Retirement).

I know firsthand the impact failing to save and prepare for your financial future can have. It meaningfully impacted my personal and professional life. I know this was particularly hard on my mother who had little control over the finances in our home. I want to help others, especially professional women, avoid the situations I encountered growing up.