960 Holmdel Road
Buillding 1 Suite D
Regardless of upbringing, location, marital or motherhood status, women are in search of financial security. With the combination of later marriage, divorce, widowhood and longevity, most women will end up managing their finances alone at some point in their lives. It is often during these pivotal times that many women turn to a financial professional like me for help.
I can help you with strategizing how best to care for yourself when you are older, how to provide for your children’s education, and how you can meet the financial stresses associated with aging and, often, ailing parents.
I am the first to understand and fully recognize that women’s lack of financial knowledge and confidence is causing them unnecessary fear and anxiety, preventing them from moving forward and reaching their goals.
My duty is to keep you educated and informed through coaching and interactive workshops. I will help you understand what you have, why you need it with the confidence to know your future is secure.
Some of my best client relationships are anchored on trust, friendship, and the ability to talk freely about dreams and aspirations.
I will help you set realistic financial goals to ensure you achieve the big vision you have for your life. During regular meetings we will keep track of your dreams and how you can best support your family and personal interests in the long term.