facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Accelerate Your Financial Freedom

Services

Life-Centered Financial Planning and Wealth Management for Women in Science, Technology, Engineering, Math and Medicine (WiSTEMM)

My clients are smart, capable women that don’t have the time or desire to become financial experts. My passion is helping them create a life they love and to leave a legacy that lasts. I do this through comprehensive life-centered financial planning and wealth management. I start by exploring how you want to live your life today. What does a good life look like to you and how does your money fit into your vision? We go on to anticipating life events and transitions that you want, and some that no one wants but we should all be prepared for just in case. I then develop a custom one-page, simple to understand action plan and a profile I will use to manage your investments in line with your time horizon, risk tolerance, and financial goals. We will monitor your progress and update your plan at least annually as you prepare for and experience life transitions.

I work with professional women and their families across the country. My aspiration is to build lifelong relationships based on mutual trust, confidence, respect and advocacy. Our mission together is to accelerate your financial freedom. I believe financial freedom enables you to do what you want, when you want and where you want. For some, this may be how they define retirement. For others, financial freedom may mean they have the liberty to change careers, start a business, fund their children’s college, or give more philanthropically. Whatever it is for you, my comprehensive life-centered financial planning process will provide clarity, organization and comfort in your financial life. And enacting your plan will empower you to bring life to your values, clarity to your goals, bridge gaps in your financial life, and build a framework for success.

Women in STEMM


WiSTEM

Life-Centered Financial Planning 

Lifelong Planning for:

  • Family
  • Career
  • Health
  • Wealth
  • Philanthropy
  • Legacy

Your Life

If you lived the life of your dreams, what would that life look like to you? The answer to this question and others gives me an idea of what you want your money to do for you. Whether you are 20, 40, 60 or 80, you likely want what everyone wants: security, happiness, a meaningful purpose and success but each one of us defines these very differently. My objective is to help you identify your financial needs and aspirations, put a plan in place to achieve them, anticipate life transitions, monitor your progress and measure the results.

Accelerate Your Financial Freedom


Life-centered financial planning illuminates your path to creating a life you love and leaving a legacy that lasts.

Services

Life-Centered Financial Planning & Investment Management

Most of my clients work with me under the fiduciary umbrella and engage me for comprehensive life-centered financial planning and wealth management services. Inclusively, I serve as your financial guide, your financial partner, your financial teacher and your investment manager.

Think of me as your co-pilot, mentor, tutor and chief financial officer. I want to gain in-depth knowledge of you – your circumstances, your values, and your priorities so I can help you create a custom financial life plan and an investment policy statement. My goal is to proactively equip you with the tools and knowledge you need to make wise financial decisions that will positively impact the quality of your life and the lives you care most about. My life-centered financial planning and investment management services will ultimately give life to your dreams.

I don’t measure results by return on investment. I measure it by return on life – our progress toward your unique life goals and objectives.


Financial Life Planning Only

Every stage of life, every transition (family, career, health, wealth, philanthropy and legacy) requires financial preparation and adjustments. If you had a better life, what would it look like? Do you crave more balance between work and leisure? Do you want a new job or to start a business? One that you can imagine doing joyfully until the day you die? How much better would you sleep at night knowing you have a plan in place that takes care of the people you care most about and covers the major transitions you will likely face? How do you want to be remembered? A life-centered financial plan will accelerate your financial freedom. It’s not about the money. It’s about creating a life you love and leaving a legacy that lasts.

Commission Based Products and Services 

On a limited basis, I provide insurance and annuity products, as well as serve as the agent of record on those products for my clients. I also allow some commission-based investment accounts when I believe it is in the best interest of the client.

My Approach

I am a fee-based CERTIFIED FINANCIAL PLANNER professional who proudly acts as a fiduciary for my clients. This means I have a legal obligation to put clients’ interests first in all recommendations I make.

Each client goes through my step-by-step process I call The Catalyst Formula. Within this process, I get to know your situation, the challenges you face, what is important to you, your hopes and dreams, and what success looks like to you.

For your convenience, you will have access to the latest technologies giving you real-time, on-demand access anywhere, at anytime, on any device.  

The financial planning software allows you to connect all of your accounts for a consolidated view of your complete financial picture and a dashboard where you can track your progress to your most important financial goals. It also has an electronic vault where you can safely store important files and access them from anywhere.

What your Personal Chief Financial Officer does for you –

  • Wealth management
  • Plan for the unexpected
  • Buy vs lease evaluation
  • Answer “payoff debt or invest funds” questions
  • Make sense of relocation packages
  • Explain executive compensation programs in easy-to-understand language
  • And so much more…

The technology I use to securely gather your information allows you to enter your information on any device, anywhere at any time saving you the trouble of meeting with me during normal business hours.

Upon completion of my process, you will receive a custom one-page action plan, as well as an investment strategy that is unique to you.

Your one-page action plan will primarily be built around life events, with retirement being the most common one. Other life events we plan for are wealth transfer, risk management, and asset protection.

You will also have access to me, your personal financial planner, when you need to look at buy vs lease, job opportunities, relocation packages, employee benefit packages and other financial events.

The Way We Communicate

I know my clients live busy lives. I offer virtual appointments - during lunch periods as well as in the evening time.  You can easily access my calendar online to schedule an appointment that fits your busy life.

You can also leave a voicemail, text or send me an email with any questions you may have. I will respond as soon as possible, usually within four business hours.

We will meet two to four times per year either in-person or virtually. These meetings will have an agenda to respect your time and mine. I am also available when you experience a life transition or when other financial choices come up.


What Happens When You Hire Me

Step 1

The Discovery Call 

In our discovery call, I will learn more about who you are, how your life has evolved, and what your best life looks like. By the end of the call, I want to have a clearer understanding of your goals, your values, and your priorities as well as the barriers you have encountered.

Step 2

Data Gathering

I will send you a secure electronic form to complete that will give me a clear picture of your financial situation. The software I use (PreciseFP) has a multi-layered security approach to protect you and ensure compliance with regulatory requirements. I will open your investment accounts and transfer your assets at this time.

Step 3

Financial Dashboard

The next step is to set up your eMoney dashboard. By using eMoney as our integration partner, you’ll be able to access all of your accounts in one place and track your performance towards your most important financial objectives.

Step 4

One-Page Action Plan

Your one-page action plan is about what is most important to you. It will empower you to align your financial activities with your goals, values and priorities so you can live the life you dream of.

Step 5

First Review

Two to four weeks after I deliver the plan, we will conduct your first review where I will answer any questions you may have on the action plan, check on your progress, and review your portfolio that you transferred to our custodian, National Financial Services LLC, a Fidelity® company.

Comprehensive Financial Life Planning and Investment Management 

My all-in-one financial life planning and investment management service fee is competitive with advisors that offer much less. I take a comprehensive view of who you are and your current circumstances, understand how you define your best life, anticipate transitions and plan for success. The approach I use to manage your investments will align with your unique investment policy statement and empower you to live your best life.

If you didn’t start living the life you love in your 20’s or 30’s, start now. 

Stop beating yourself up for the past. Make today count.

After reading this, if you’d like to have a conversation about working together, I’d be happy to invest thirty minutes getting to know you and learning about your hopes, dreams and fears. Together we will decide if I can help you be successful at claiming the life you want.

To set up an initial consultation, have your questions answered, and to see if we are a good fit for one another, please use the Schedule Appointment button below.  

Thank you for taking the time to learn more about Catalyst Wealth Planning and how I can help you live a life you love and leave a legacy that lasts.

Schedule an Appointment

Not ready to schedule an appointment?

No problem! Let’s stay in touch. You can subscribe to The Weekly Catalyst where I deliver a weekly blog or video for professional women like you that want to learn more about accelerating their financial freedom or The Catalyst, a podcast delivering financial strategies for women in STEM using the links below.

Accelerate Your Financial Freedom

Subscribe to The Weekly Catalyst