11225 SE 6th Street
A personal approach
We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.
Life in a Box
(425) 455-4020 ext 140
11225 SE 6th Street: Suite 100 - Building CBellevue, WA 98004
Meet the Team
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
I offer a full library of resources to help boost your financial planning knowledge.
Women and Retirement
What Is My Life Expectancy?
The Facts About Income Tax