I work closely with women who have lost a spouse and find themselves facing new financial responsibilities. My goal is to walk alongside you, helping to bring clarity and peace of mind during a very difficult season. I want you to know you don’t have to go through this alone. I’ll be here to guide you step by step with patience and care.

We work best with diligent savers and high earners who have accumulated investment and retirement assets of $1,000,000 or can pay a minimum fee from cash flow.

Yes! Though we are located in California, we work virtually with clients all over the country. If we travel to your area or you come to San Francisco, we’d love to get together.

No, we’re not attorneys or accountants but we know many that we would be happy to connect you with.

We charge a fee for our planning and an additional fee if we directly manage your investments.

We utilize both Charles Schwab and Fidelity as custodians for your accounts.

We want to focus our time and energy on what we do best, working with you. As you can imagine there’s a lot of things that happen behind the scenes with our business. Because of that I’ve partnered with Titleist Asset Management. Titleist helps by providing client servicing, investment management and operational support.