Life in your 40s and 50s is anything but simple. Whether you're managing the demands of a high-pressure career, supporting aging parents, or planning for your kids' futures, the road to retirement can feel more like a maze than a straight path.

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I help high-income Gen X/Y professionals like you navigate these challenges with personalized financial plans designed to simplify your life, secure your future, and let you better enjoy the present moment.

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Your Life, Your Challenges, Your Plan

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Every client I work with is unique, but many share similar challenges:

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• Balancing retirement savings with college tuition, debt repayment, or caregiving expenses.
   

• Managing market volatility, inflation, and rising healthcare costs.
   

• Feeling unsure about when, or if, you can retire comfortably.
   

• Questions about whether or not a Roth conversion strategy is worth it.
   

Whether you’re managing family responsibilities, navigating self-employment challenges, working toward a shared financial future with a partner, or planning an independent, adventurous lifestyle, I’ll meet you where you are.

 

Together, we’ll craft a financial roadmap that reflects your priorities, values, and vision for the future.

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What You’ll Gain

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When you partner with me, you can expect:

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• Clarity: A straightforward plan to tackle your goals, whether that’s saving for retirement, navigating complex tax strategies, or preparing for rising healthcare costs.
   

• Confidence: A sense of security knowing your plan is built to weather life’s uncertainties.
   

• Freedom: The ability to enjoy your life today without sacrificing your dreams for tomorrow.
   

A Trusted Guide for Your Journey

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With over 15 years of experience, I’ve guided hundreds of clients through life’s financial crossroads. With six children of my own, I know what it’s like to feel stretched thin.

 

I’m here to provide the expertise, empathy, and patience you need to move forward. Here's what clients are saying:​​​​​

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