My passion is providing education and empowerment, especially working with women, to ensure informed choices are made simpler with the financial puzzle of their lives. By breaking down sometimes complex and numerous choices into smaller pieces, my clients have clarity to implement decisions to ...more

My passion is providing education and empowerment, especially working with women, to ensure informed choices are made simpler with the financial puzzle of their lives. By breaking down sometimes complex and numerous choices into smaller pieces, my clients have clarity to implement decisions to meet or exceed their goals. It all starts with a conversation followed by an achievable plan and ongoing monitoring and tweaking as life evolves. I help my clients answer a myriad of questions that may include the following: • How does a health savings account work and is it right for me? • Which health insurance option that my employer offers is best for me? • Should the beneficiary of my 401(k) be my trust? • What do I need to do today to have the option to retire at age 59 ½ or 62? • Should I begin collecting social security at normal retirement age or earlier? • My daughter is starting college in the fall what documents need to be in place? • How much should I contribute to my 401(k)? • Should I contribute to my 401(k) on a pre-tax or Roth basis? • What if my spouse dies suddenly, will I be financially secure? • Can I afford to buy a larger home? • Does a 15-year, 30-year or adjustable rate mortgage make more financial sense? • Should I payoff my mortgage or refinance? • I would like to help save for my grandchildrens college, what is the best vehicle? I welcome any questions that you may have at 248-376-7319.less