And while I'm not the right advisor for everyone, after doing this work for close to 30 years, here's the type of person where I can add the most value and assistance:
I have devoted my career to helping women retire comfortably and on their own terms. I have a deep understanding of the challenges faced by women before and after retirement and years of experience collaborating with them.
Due to the high-touch, personalized nature of my services and my fee minimums, I am best equipped to help if you have accumulated at least $1 million in investment assets (excluding real estate).
We’re a good fit to work together if you want to balance living well today with feeling comfortable and confident about your future.
I do my best work with clients who like the idea of having an experienced partner–advisor to discuss ideas and collaborate with on your planning decisions.
If you’re married, you want your spouse to be involved in the financial planning process.
Money isn't always easy, but it should always be simple, if you ask me. That's why we'll spend time helping you get organized and simplify your financial matters as much as possible.
Sometimes you might need a gentle nudge in the right direction. Other times, you might need some tough love. But in addition to accountability and encouragement, we also want to celebrate your "wins" along the way.
Money is emotional and it touches virtually every facet of our lives. And this is exactly why it can be helpful to have an objective, 3rd party analyze your situation and assist with making more rational decisions when it comes to your money. And your life.
I work with a small, select group of clients. This allows me to be proactive in serving your needs. In addition to being available when you need something, I also regularly reach out to check in with you.
Not only will I help you make smarter financial decisions, I'll also do my best to educate you on the choices you have and why I'm making a specific recommendation.
I can't give you personalized advice until I've had a chance to really get to know you. And as we build this foundation of understanding and trust over time, I hope you'll consider me an interested and available "thinking partner" to help you work through anything you might be considering.
Beyond the 6 broad categories above, here's what our work together covers on a more granular level