Hermosa Beach / California / United States
As a business owner, wife and mother of three, I understand busy lifestyles and juggling commitments and activities. There are many competing factors when trying to prioritize a busy schedule. We constantly have to make decisions and sacrifices because we cant do it all. Financial planning and investment decisions are sometimes compromised by busy lives to attend to. I look to make it easier for you to take action by making complex financial issues more understandable. I help my clients create a plan to pursue their dreams and goals. With a plan in place, and a streamlined approach to taking action on the plan, my hope is that you can free up more time to focus on what you value most. I have a specific passion and understanding for working with modern women. I believe these women are working a double shift: professional and community commitments on top of traditional roles as caregivers, social planners, and family nurturers. These women are decision-makers, but with all that is on their plates, financial planning and wealth management can be displaced on their list of competing priorities. Some of these women are making decisions alone, and in some cases for the first time. I strive to simplify the process of financial planning and wealth management and to help empower you to make decisions and take financial action. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
