I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters. The common thread among my clients is an overarching desire to improve the way their money is managed. From account analysis to cash flow planning, my goal is to help clients design and implement strategies that optimize their financial resources and simplify the money management process. My clients range from young professionals looking for help with financial planning to mid-career professionals with an interest in getting their financial house in order. Having spent the first half of my career on Wall Street, I have a particular interest in helping women get comfortable managing their own money. I also partner with parents to help prepare the next generation for financial independence. Regardless of your stage in life, I am passionate about helping you achieve your financial goals.