My goal is to help empower women to feel financially confident. I am focused on helping professional women aged 25-55 who live or work in Boston with their unique financial needs. I aim to help make finances more understandable for my clients. It is important to be comfortable working together, as forming long-term relationships with clients is a core objective of my practice. I strive to create a thoughtful experience I would enjoy as a client.

My typical client is a woman about 39 years old who earns over $250,000, prefers help managing her $500,000+ of assets, and wants to sure she is being prudent in her financial choices. I discuss what is needed for a solid financial foundation and point out potential icebergs lurking, provide guidance and suggest solutions. I offer investment planning, risk management including insurance planning, tax observation strategies, estate planning strategies, holistic financial planning including budget & cash reserve reviews.  I like to run "what if" scenarios for my clients from solving for earliest retirement age to showing property purchases/sales. I find out what is important to my clients and help them work toward their goals.

Prospective clients may see how I am compensated: click for my cost