One of the most devastating experiences in life is the loss of a spouse. And the last thing you want amidst the grief and confusion is not knowing where you stand financially or how to take those first steps toward doing everything on your own.
Our latest article in DOMINION magazine will help you think through and prepare for the unexpected, and we’ll show you how having a plan in place ahead of time can bring you peace of mind.
We champion, support, and uphold your best interests in all aspects of your financial landscape.
We ensure that you have all the tools you need as you journey toward financial health and freedom.
We help bring out the MAKER in you, the one on her way to making dreams come true for herself and her family.
We want you to see a MAKER in the mirror, one who faces the future with hope and confidence.
Owner & Senior Financial Planner
MAKERS are women who, by choice or circumstance,
are making life-changing financial decisions.
Have big dreams and big plans...
Are preparing for or living in retirement...
Are working through complicated life transitions...
Appreciate quality investment advice and guidance...
Value open, honest communication.
Are you a MAKER?