Are you on track to retire comfortably and confidently?
Lifestyle retirement planning for women 55-75 years young
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Just some of what we'll work on together

Tax Reduction Planning

I review my clients’ tax returns each year to look for opportunities for better planning in the context of your current and future taxes. Many financial advisors don’t (or can’t) review your tax return.

Evidence-based Investing

I help you invest your assets in responsible and tax-efficient vehicles to protect you against financial uncertainty and enable you to retire without money worries.

optimized lifestyle

I help you coordinate and plan your investments, taxes, estate, and insurance policies to limit your financial exposure and help you get more out of life – now and in retirement.