Who I help
Women from about 40 to 65 with real decisions to make
My clients are smart, capable women who aren't afraid to ask for help. Some are single, some are part of a couple, some are figuring out which one they are. What they share is a moment where money decisions can't wait.
Start with your decade
Or start with what's changing
I also work with women dealing with an empty nest, caring for aging parents, a health event, or menopause turning their priorities upside down. Those don't get their own page yet. They do get my full attention.
Where my clients live
My office is in Carlsbad, and I work with clients virtually across the country.
Who I'm probably not the right planner for
I'd rather tell you now than waste your time.
- Single men. I usually refer you to another advisor who's a better fit. Couples are welcome.
- Business owners whose planning centers on the business.
- People who want to build a real estate portfolio.
- Households with more than $10 million in assets.
If you're not sure which side of the line you're on, ask me on an intro call.