As fee-only fiduciary financial advisors, my team and I are legally and ethically obligated to act in your best interests—both in our financial planning recommendations and investment management decisions. Unlike commission-based advisors, we have no conflicts of interest when selecting investments for your portfolio. Having spent part of my career at large Fortune 500 firms, I feel strongly about avoiding proprietary products that benefit the firm rather than my client. Instead, we focus on selecting best-in-class investments and financial strategies that strike the right balance between long-term wealth building and prudent risk management—always with your personal financial goals at the center of our fiduciary advisory relationship.
My team and I take a comprehensive approach that goes beyond traditional investment management—we place equal emphasis on risk management and wealth preservation. Our goal is to help you participate in market growth while incorporating strategies aimed at reducing downside exposure and protecting your retirement savings. We prioritize simplicity and transparency in our financial planning process, so you can clearly understand how your investment portfolio works and why it's built specifically for your financial situation. My commitment to women as clients is to make the world of finance and investing feel less intimidating and more accessible. I avoid unnecessary financial jargon—unless I'm explaining what it means and why it matters to your financial future. I believe in using clear, relatable language so you feel empowered with the financial literacy and knowledge you need to make informed, confident decisions about your wealth management and retirement planning.
At Wellthy Women, we're more than just financial planners or investment managers. With a dedicated focus on independent women's financial needs, my role is to be your trusted financial partner—someone you can rely on for comprehensive financial advice and guidance across all areas of your financial life. Whether you're deciding between leasing or buying a car, evaluating long-term care insurance options, or planning for retirement, I'm here to help you navigate each financial decision with clarity and confidence. I intentionally maintain a boutique financial planning practice—serving fewer than 100 clients—so I can provide the attentive, responsive, personalized financial services my clients deserve. This allows me to be fully present and accessible, offering meaningful financial support tailored to your unique needs, life circumstances, and wealth-building goals.
A Certified Divorce Financial Analyst (CDFA) professional is a financial expert who helps individuals navigate the financial complexities of divorce. Divorce involves various aspects of life planning and one of the biggest challenges is dividing assets. a CDFA professional works with you and your attorneys to provide guidance to help ensure a fair and informed financial settlement.