I believe in the value of life-centered, holistic financial planning.
That is why comprehensive life-centered financial planning and wealth management are all inclusive. I utilize an engaging and educational approach in partnering with a select group of clients aspiring to create a life they love and to leave a legacy that lasts.
I cover all aspects of personal finance, organize information in a way that makes sense to you, and always look out for your best interest. I talk though any topics you don't understand, never judge, and even when it's tough, tell you the things you may need to hear.
I manage your investments in a way that is aligned with your unique investment strategy that we develop together based on your comfort with market volatility, your time horizon, and your goals. At Catalyst Wealth Planning we provide clarity and empower success.
Working With Women Is Important To Me
Being a woman myself, I know all too well how demanding life is for women. I deeply respect their intelligence and hard work. I know from experience the challenges women face balancing career and important responsibilities at home. Although I serve clients from all walks of life and at every stage of life, I recognize that serving women in particular, both married and single, increasingly calls for a specialized approach.
Despite advances, the obvious truth is working women are still the primary caregivers to children and aging parents - sometimes at the same time. I know firsthand what it’s like to be the primary household organizer and cleaner. I too have been the primary menu planner, food shopper, cook, and dishwasher. I know what it’s like to make sure people and pets are signed up, arrive, and picked up where they need to be. I’ve also made sure homework is done, the yard is mowed, the car is maintained, and social networks meet approval.
Managing personal finances is very important to women but they do not have the time or desire to become financial experts themselves. I am honored to be the confidant that understands their situation and the expert they depend on as their financial guide to living a life they love. Women choose to work with me because they know I respect their feelings, appreciate their time constraints, and will always put their interest first.
Philanthropy and Strategic Gift Planning
At Catalyst Wealth Planning, we are called to make a meaningful difference in our local and global community. Providing strategic gift planning and services to generous donors allows me to make a larger impact than I ever could on my own. It is an honor and privilege to learn about the causes that mean the most to the generous donors I work with through my annual gift planning process. Following this process will allow these generous donors to make a bigger difference than they may have thought possible while protecting them and their family’s interests.