I help women over 50 take control of their finances after the loss of a spouse or divorce. If you're feeling overwhelmed, I'm here to guide you through it.

My focus is on helping women, but I do work with some men as well. One of my clients, for example, is taking steps now to make sure his wife has the right financial support when he's no longer here.

A fiduciary is a professional who is legally and ethically required to act in their client’s best financial interest. This means they must provide unbiased advice and prioritize their client’s needs over their own.

A fiduciary financial planner puts your best interests first, providing unbiased advice tailored to your needs rather than commissions or personal gain. This ensures transparency, trust, and confidence in your financial future.

CFP® stands for CERTIFIED FINANCIAL PLANNER™.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Here are some additional resources:

https://www.letsmakeaplan.org/why-choose-a-cfp-professional

https://www.cfp.net/about-cfp-board/cfp-certification-the-standard-of-excellence

The CFA (Chartered Financial Analyst) designation is a globally recognized credential for investment and financial professionals. It signifies expertise in investment management, financial analysis, and ethical standards, earned through rigorous exams and professional experience requirements.

As a fee-only financial advisor, I am only paid by my clients. I do not accept referral arrangements or commissions of any kind.

I charge a competitive assets under management (AUM) fee pulled directly from the accounts I manage.

The term "financial advisor" or "financial planner" is used commonly in the financial services industry. I am not a product salesperson, and do not sell insurance.

However, I can analyze and aid you in your search for the right insurance products. Just know that I will never receive compensation for the insurance I recommend.