Financial Services
I am a long-time Cape Cod resident who works with individuals – especially women, and small businesses who are interested in developing a financial plan to identify and achieve their goals. More than just financial planning and investing, my specialty is to understand your current situation and goals and develop a plan with you. I will ensure that you understand the options available to you and educate you along the path to your financial growth.
Financial Planning
Everyone deserves financial planning to help you reach your life goals. I specialize in advising women who are often navigating the challenges of balancing careers, supporting families, and retirement planning.
Did you know: About 70% of U.S. moms can expect to be primary financial providers before their children turn 18 and U.S. women control approximately $11 trillion in assets, a number that is expected to grow to $30 trillion by 2030
Investment Management
I have been a Certified Financial Planner since 2001. I am also licensed to provide investment advice and asset management with my Financial Industry Regulatory Authority (FINRA) series six and seven licenses.
My broker is HD Vest. I have access to a host of proprietary funds through this relationship but can utilize client preferred funds.
Assets Under Management the largest growth area of my business.
Taxes are due again in
Transition Advisory
The consulting portion of my services portfolio consists of small business consulting working with businesses to establish appropriate financial systems as well as assisting and cash flow enhancement and setting strategies to enhance the bottom line.