Yes, please
Financial Consulting and Strategy for the
Woman in Transition
Optimize your money and design a new financial life that feels secure and authentic. Step into your financial power and create a life you love.
READY TO GET STARTED?
Whether your purpose is to be a corporate rockstar, fully present mom, or world-changing activist, you can't fully embrace it if you're stressed about money.
Transitions can be destabilizing - and empowering. If you're getting married or divorced, settling an estate, or changing careers, it's a perfect time to take control of your money and reevaluate your priorities. Get organized and use your wealth to build a new life and legacy that aligns with your purpose.
If you're seeking financial liberation,
you're in the right place.
I offer personalized financial counseling beyond the scope of your investment advisor or banker. I analyze your unique situation as an unbiased advocate without selling products or managing your money.
I'm a former Wall Street banker and financial planner dedicated to helping you use your money to transform your life. Stepping beyond traditional investment management, I help you establish a framework to get organized, set priorities, reduce risk, and evaluate what you can afford today while protecting your future. I'm based in Dallas, Texas, but I can also travel and connect virtually.
schedule a consult
LET'S
GET
STARTED
Need a financial advisor to help navigate your transition and build a new financial foundation?