Are you very successful in your life but feel out of your depth in the world of finance? Do you need a coach to help you create a financial road map to achieve your goals? Are you wondering what kind of impact you could make with your money? Are you strategic with your investments around taxes now and in the future? If so, you have come to the right place.
As a financial advisor, I personally invest in you before inviting you to work with me. Our office uses an established process that begins by gaining an understanding of what's important to you. On that foundation, I build personalized strategies designed to help you achieve your goals. I partner with you throughout your life to keep you on track. Life happens and goals change. Our partnership allows us to adjust strategies as you face opportunities and challenges in implementing your vision.
We partner with my network of professionals to employ financial strategies to help you reach your goals, protect your assets and transfer your legacy. I best serve busy professionals, philanthropists, business owners and those in life transitions who value the attention, advice and coaching our practice offers.
My husband, Todd, and I share a blended family with seven amazing children. We live, work, attend school and play in the Issaquah and Snoqualmie Valley communities. I volunteer at my church and serve on the board of Snoqualmie Valley Women in Business. I love to garden, cook, play board games, puzzles and water sports and connect with family near and far.
Together we can build and protect a future for your family.