Introduction Video
About Me
My journey from Registered Nurse (RN) to CERTIFIED FINANCIAL PLANNER® professional has instilled a deep commitment to being an advocate for others, a mindset I'll bring to your finances.
I operate as a fierce financial advocate for clients approaching or already in retirement, providing transparent, objective advice during life’s most important transitions.
What sets me apart from many financial advisors:
Dual Expertise in Planning and Tax – I'm both a CFP® professional and an enrolled agent (EA) of the IRS, which EAs are the only federally licensed tax practitioners specializing in taxation. This means I deliver tax-smart retirement planning that goes beyond basic tax forms, finding strategies to legally minimize taxes and keep more of your money for what matters most.
Flexible Advice, Zero Ongoing Fees – Milestones Financial is an independent, fee-only firm that delivers objective advice through two distinct, transparent engagements:
o Flat Fee Financial Planning Services for an in-depth review tailored to your individual needs, which can include tax planning, portfolio analysis, cash flow planning, insurance review, estate planning, retirement planning, and investment recommendations.
o Hourly Financial Advising Services for returning clients who want ongoing guidance as life evolves.
By putting the advocacy mindset first and focusing on the unique combination of retirement and tax expertise, I help you move past cliché answers to gain confidence, clarity, and control over your financial future.
Mission Statement
My mission is to help clients approaching or already in retirement streamline their complicated finances by providing clear, actionable guidance so they can move forward with confidence and enjoy retirement on their own terms.
Why I Became an Advisor
When you choose to work with me, you benefit from a unique blend of experiences focused entirely on your well-being.
• Advocacy Mindset: My background as a Registered Nurse (RN) taught me the importance of being a patient advocate—stepping in to protect and guide people during their most vulnerable moments. I bring this same advocacy mindset to your financial life, ensuring your long-term well-being is always the first priority.
• Dual Expertise for Tax-Smart Decisions: By being both a CERTIFIED FINANCIAL PLANNER® professional and an enrolled agent (EA) of the IRS, I go beyond typical financial advice. As an EA, I specialize in taxation, allowing me to fully integrate tax-saving strategies into your retirement plan, helping you legally keep more of what you worked so hard to have.
• Objective, Transparent Engagement: My firm, Milestones Financial, is independent and fee-only. This means I provide advice as a fiduciary, always putting your best interests first. You get clear, objective solutions delivered through a flat-fee or hourly model, ensuring you only pay for the expert advice you need, when you need it.