Financial Planning

As a Financial Advisor for young families my goal is to relieve the burden of managing finances, so they can live the life they want. As a female financial advisor, I want to empower all women when it comes to their finances, whether they work inside or outside of the home.

If you’re asking yourself questions about your financial future, your head is in the right place! The next step in your journey might be contacting a financial advisor. A financial advisor does more than just trade stocks. In fact, they can (and in my opinion, should) help you with many different aspects of your financial life: from tax and estate planning to managing your investments and strategizing your spending.

Women need to understand their money personality. Think of your money personality like your astrological sign. I’m a Virgo. My strengths are that I’m practical, hard-working and loyal. My weaknesses are that I’m critical, a perfectionist and stubborn. I (try to) go about my days using my strengths to make myself better, be aware of my weaknesses, try to curb them and not let myself get in my own way.

I always tell my clients that money is a tool. It is not positive or negative, it does not have emotion. We, as emotional beings, project our own feelings onto money. Whether it is checking your bank account or investing in your company’s 401k, some people face financial decisions head on and others prefer their head in the sand. There is not one “normal” way to manage your finances, but you do need to identify where you fall on the continuum and find what works best for you.