11811 NE 1st ST
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.
Stay Safe with a B.O.P. At Your Back
The Long Run: Women and Retirement
When Markets React
11811 NE 1st STSuite 302Bellevue, WA 98005
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.
Three Key Questions to Answer Before Taking Social Security
Trends in Charitable Giving
The Facts About Income Tax
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.