Personal Financial Planning and Investment Advisory Services
I am a relationship based professional with deep understanding of my clients’ priorities, circumstances and clients’ hopes for their future. I help you set goals to navigate financial decisions with confidence through post-divorce transitions. I offer customized personal advice to help give you a fresh start.
After focusing for 25 years on the impact of divorce on wealth, I go back up the “pipeline” to present essential strategies and specific examples for how you can protect and preserve wealth against miscommunication, missteps, dissipation, divorce, business breakups and costly legal battles.
I have received numerous awards for my investing expertise and financial services for women. I strive to provide a clear and simple transition for my clients who have investible assets and seek to achieve peace of mind and financial security. I feel privileged to provide you with a fresh start with investment advisory services that fit your individual lifestyle needs, address your short and long-term objectives, risk tolerance, and income needs.
I also provide a secondary opinion to new clients in order for you to evaluate and assess my investment advisory services. The world of financial planning isn’t always easy or convenient. I make it exciting, enriching and impactful. Your needs are my only priority.
My ex-spouse and I are very lucky to have you as advisor to our mediation, and I am so reassured that she will have someone of your wisdom and talent to guide her in financial planning after the divorce.
Why Me? I Work With People Just Like You!
How I Am Compensated:
I am compensated on an hourly basis for financial planning and as a percentage of assets under management for investment services. All compensation is solely from fees paid directly by clients.
I do not receive commissions or referral fees based on a client’s purchase of any financial product, including insurance. No commissions in any form are accepted. No referral fees are paid or accepted. No benefits are received from broker-dealers, custodians, or anyone based on client securities transactions (“soft dollar benefits”).