Financial Planning · Investment Guidance
Your financial life has changed. Let's create a plan for what comes next.
Financial planning and investment guidance for women navigating divorce and other major financial transitions.
Divorce can leave you with an entirely different financial life — and a lot of questions.
These are exactly the kinds of questions I help you answer.
What do I actually have?
How much can I afford to spend?
Can I keep my home?
Am I going to be okay for retirement?
How should my money be invested?
What am I missing?
My approach
"Together, we'll clarify where you are, where you want to go, and the types of steps you may need to take to work toward your goals."
The process
How we work together
Understand where you are
Organize assets, liabilities, income, spending and the complete financial picture.
Decide where you want to go
Identify what matters now and what you want your life and money to make possible.
Build the financial plan
Analyze cash flow, housing, retirement, investments, taxes, insurance, estate planning and other relevant priorities.
Create a clear roadmap
Prioritize what needs attention now, what comes next and what can wait.
Stay on track
For clients wanting an ongoing relationship, provide investment management, implementation support and ongoing financial planning as life changes.
Ready to start the conversation?
Our first conversation is complimentary and there's no obligation. It's simply an opportunity to talk through what you're navigating.