San Diego and North County
A fee-only financial planner in Carlsbad, for women across San Diego County
I've lived in North County since 2017, and my office is in Carlsbad. I work with women from all over San Diego County who are in the middle of a change and want a local planner who gets what it costs to live here.
Planning for life in Southern California
Living near the beach and the mountains is a choice, and it's an expensive one. I talk with clients about the trade-offs openly, because I make them myself.
- Staying, downsizing, or relocating, and what each does to your plan.
- Real estate and cost-of-living trade-offs, weighed against your other goals.
- Whether a paid-off mortgage is worth prioritizing.
- Where you want to live in retirement, and what it will cost.
Virtual or local, same planning
Most of what we do works over video and shared documents, so you don't need to drive to Carlsbad. If you live in North County, your planner knows exactly what your rent or mortgage looks like.
In Carlsbad, California. I also work with clients virtually across the country.
My clients live all over the country. San Diego and North County are home, so I know the local cost of living and housing questions well.