Take Control of your Finances
Know Where To Start and How To Optimize. Make Empowered Money Decisions.
We specialize in
Financial Planning for Women Professionals
You work hard serving others. You deserve financial security and freedom. Whether you’re just getting started or well into your career, I’ll help you navigate all the overwhelming decisions that you don’t have time to address alone. I’ll give you support, peace of mind, and save you valuable time.
- I feel overwhelmed— Where do I even start?
- Are we on track to retire?
- How can we save on taxes?
- I’m burnt out—Can I afford to make a career pivot?
- How will aging family members impact our finances?
- How do we budget for fertility costs and childcare?
- Should I pay down loans or invest? What type of accounts should I use?
- How much house can we afford? Should we buy or rent?
We specialize in
Financial Planning for small business owners & entrepreneurs
Running a successful business is hard enough without handling your small business finances. Let me help you streamline your bookkeeping and invoicing processes, find the optimal business structure, maximize tax deductions, optimize employee benefits, secure necessary insurance policies, and map out a small business retirement savings plan.
- How can I manage uneven cashflow?
- Should I be an LLC or S Corp? What are the differences?
- Am I getting all the tax deductions I’m eligible for?
- What types of insurance do I need to have in place to protect myself?
- Can I open a self-employed retirement account? What’s the best one for me?
- What are my options for health insurance?
We specialize in
Financial Planning for LGBTQ+ Professionals & Families
There’s no one-size fits all for queer professionals and families – every individual, couple and family has unique life circumstances. We’re all united against bigotry, though, and eager to live our lives in an affirming, supported environment. I promise to provide a safe space to bring your whole self and to help you navigate the financial decisions that transcend gender norms, binary identities and relationship expectations.
- What documents do we need to make sure our family is protected and our wishes are followed?
- How do we budget for the costs of fertility treatments, surrogacy, adoption, and/or gender-affirming care?
- How can we optimize our taxes as an unmarried couple? What about if we have children?
- How can I align my investments with my values?
