My mission is to help women take care of themselves, by taking control of their money before crisis strikes. Long term financial planning needs to be a top priority for all women. You may have been raised to take care of everyone else, but this is a situation in which you need to put the "oxygen mask" on yourself first.
Most of us are going to be the head of our financial household at some point whether through death, divorce or design. We are starting more businesses and moving up professionally, so we have more responsibility, more money and even less time. On average, we live longer, and are more likely to shift careers or take time off to care for our family, so we have to plan even more carefuly than our male counterparts.
Most of us are going to be the head of our financial household at some point whether through death, divorce or design. We are starting more businesses and moving up professionally, so we have more responsibility, more money and even less time. On average, we live longer, and are more likely to shift careers or take time off to care for our family, so we have to plan even more carefuly than our male counterparts.
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I started my career in financial services working with institutional clients in 1994, after earning a Bachelors in Economics from The Wharton School at the University of Pennsylvania. In 1998, I received the professional designation of CFA (Chartered Financial Analyst). I spent the first part of my career helping large corporations and institutions make their big money decisions.
I want to help women get involved with their financial decisions from the start. Don't blindly hand over the reins of your life savings. I work with you to make sure your investments are where you need them to be to do what you want them to do. Unfortunately, many women wait to take an active part in their finances until after they have a major life event like a divorce or the death of a spouse.
If you're like most of my clients, you are smart and over time you have accumulated a number of financial products and accounts. I help you and your family create one cohesive financial plan and set parts of it on autopilot, so you keep moving towards your goals even when you're not looking at it. Then we monitor and modify it together as your life changes to keep you on track.
Even if you aren't yet ready to sit down with a financial advisor, I strongly encourage you to start exploring your financial options on your own. There are numerous resources out there to support women in their quest for financial independence. Here are just a few to get you started. Do you shut down at the thought of reviewing your 401K statement?
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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