I love listening, thinking and offering big picture, creative, comprehensive and personalized financial solutions collaboratively designed with you to fit your life. Our conversations are deep, truthful, trusting, and we get to the heart of the matter, whatever it is.
I am a Certified Financial Planner (CFP®). I have a deep understanding of insurance, investments, estate, tax and financial planning as a result of obtaining that designation. Being a CFP ® also implies a way of thinking. It’s an approach to any situation with a look to the 'whole' picture.
CFP® also illustrates a fundamental responsibility to act as a fiduciary (providing an ethical relationship of trust). It means your best interest is always my primary consideration.
You may be thinking you just want to talk to someone about one current financial matter in your life, and we certainly can, but each area intersects so my brain always goes to that big picture.
How do the pieces fit? Can we prioritize in a manageable way for you?
I help people with money and life issues. You can be single, married, divorced, widowed, a business owner or an employee. I love working with ambitious self-employed people. I resonate with women, especially widowed or divorced.
I'm a listener. A knowledgeable, experienced, well trained one. I work in person and virtually. I have clients in a number of states. If I'm not already licensed in your state, I can be if you want.
Long ago I realized I'd make a better owner than working for someone else. It seemed less risky to rely on myself. It's worked out great. I love the independence it offers me and you.
There’s no one deciding what I should offer or how large a net worth you have to have before I can talk with you. And, there’s no intention to stop the delightful relationships I have with existing clients and am building with new ones.
Since October 2006, I've practiced in Gig Harbor, WA. A lovely place, great move for me after many years in Southern California.
In addition to being a CFP since 2003, I am a long time licensed insurance broker and Series 7 Registered Representative.