Retirement is one of life’s biggest transitions — but you don’t have to navigate it alone. Whether you’re curious about working together, ready to book your first call, or simply have a question, I’d love to hear from you.
Send us a message.
Contact Us
Ways to Connect
Schedule Your Learn More Call
The best way to get started is with a 15-minute no-pressure call. It’s a chance for us to meet, talk through your questions, and see if we’re the right fit.
Other Details
You’ve worked too hard to spend retirement worrying. Let’s make a plan you can trust — and step into your Season of You with clarity and confidence.
FAQs
Do you offer one-time financial plans?
No — I work exclusively with clients in an ongoing partnership. That way, you have someone in your corner for both everyday questions and the big life transitions.
What are your minimums?
I work with clients who have at least $1 million in investable assets, or a minimum annual fee of $10,000. This helps me ensure I can give each client the time and attention they deserve.
Do you work virtually?
Yes! While I’m based in Naples, Florida, I work with clients across the country through secure video calls and document sharing.
What happens during the first call?
The first step is a short 15-minute call to see if we’re a good fit. It’s informal, no pressure, and designed to give you clarity about next steps.
Since you work with women, if I’m married or have a partner, are they left out of the process?
Not at all! When you share life with a spouse or partner, your finances impact each other’s, even if you logistically keep them separate. So it’s important for them to be part of your retirement planning as well.
Do you help with taxes and tax strategy?
Yes — tax strategy is woven into everything I do. I bring specialized tax expertise that most advisors don’t have, so every retirement plan is guided by deep, integrated tax knowledge. From Social Security and Medicare to required minimum distributions (RMDs), I’ll help you avoid unnecessary taxes, bracket creep, and the dreaded Medicare IRMAA (Income Related Monthly Adjustment Amount) surcharges. And because I combine expert tax planning with the actual preparation of your taxes, we can seamlessly connect strategy with execution.
What’s your investment philosophy?
I focus on aligning your investments with your retirement goals — making sure your portfolio fits your stage of life and supports the lifestyle you want. My goal is always to balance growth with peace of mind, building a well-diversified portfolio that’s designed to weather market ups and downs. Because we plan for those fluctuations, you don’t have to react to every dip or headline — your plan is built to stay steady through it.
