Educating and Empowering Women. That’s my mission. Women are often ignored in the financial industry, I have made it my focus. Why you may ask? I was raised by a financially smart woman. I am married to a financially smart woman. I hope to raise my two daughters to be financially smart women.
Women often fill a role most men don’t – mom, daughter, wife, career, caregiver, mentor; all in single day. Filling these roles, many unpaid, can put women at a disadvantage when saving for retirement. What I can do is provide the information and education in a format that I believe works for them. In a casual, relaxed setting with a glass of wine, sharing their thoughts and fears, helping one another. We cover a variety of topics, such as how to talk to children about money, will my family be secure if something happens to me and how do I manage and simplify my retirement plans.
I help women make smart decisions by showing them what their options are and sharing tips on how to become confident with their finances. My goal is simple - to help Women Achieve Financial Peace of Mind.
January 23, 2019 6:30p - 8:00p Pacific Standard Time
Does the end of a relationship leave you reeling with emotion and worried about your financial future? You’re not alone. We know how devastating a divorce can be and invite you to join us for a lively, supportive evening where we’ll offer practical tools to help you move forward wisely and heal well.
February 20, 2019 5:30p - 7:00p Pacific Standard Time
"Empowering Women to Pursue the Security They Need for Retiring in the Style They Want"