Contact Information
Seattle, WA
Meets Virtually:
Meets In-Person:
Accepting New Clients:
About Me
My diverse career path ultimately led me to financial planning and I'm so glad it did! I find fulfillment in celebrating my clients' successes and supporting them through challenges when they arise. Every client's situation is unique, and I make it a priority to listen, understand, and tailor advice that truly fits their needs.
I'm passionate about making high-quality financial planning accessible to everyone. By focusing on advice-only, we're able to lower fees and put clients' best interests first — no strings attached.
...and a little bit about me! I help clients across the country, and live in Seattle with my husband and our rescue dog, Ollie. We love to garden, hike, and spend time on the water during our beautiful summers.
Monthly:
$189/mo
*Fees are subject to change. Contact this advisor for their most up to date fees.
Women
Young Professionals
Families with Children
Newlyweds/Couples
Widows/Widowers
Budgeting
Employee Benefits
Tax Strategies
Home Purchase
College Savings
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.