Jun 13, 2023 | Financial Health
I hope this message finds you well. As your trusted financial advisor, I am always exploring innovative ways to support your holistic well-being. Today, I would like to share an exciting perspective on achieving financial well-being by integrating the principles and...
Feb 3, 2022 | Financial Health
3 REASONS WHY YOU NEED A FINANCIAL ADVISOR Happy New Year! A new year is a great time to reflect, prioritize, and plan. It’s also a perfect time to decide to put yourself first and take control of your finances. When I tell people I am a financial advisor, a common...
Dec 17, 2021 | Financial Health
I hope you are doing well and are excited for a new year ahead. I look at a new year as a new launching off point; a separation between last year and next year. It’s a great time to think about: What will be different? What can you let go of? What do you want to...
Jun 22, 2021 | Financial Health
Click Here to Enlarge Graphic This illustration shows you what the financial planning process looks like when we work together to create your plan. Search for: Categories Financial Health (4) Money Mindset (4) Speaking Engagements (1) Archives March 2022 (2)...
Jun 1, 2021 | Financial Health, Money Mindset
Everyone faces a transition from a former circumstance. Even in amicable situations, we are unprepared for the emotional upheaval and often unexpected feelings about changes to our daily lives and future plans. I help independent women access their own power to...
