I’ve lived the chaos. I built this plan so others wouldn’t have to.
You’ll see me in a blazer and a cross necklace.
But behind that is a woman who knows what it’s like to feel financially blindsided.
I didn’t get into this business because I love spreadsheets.
I got into it because a financial advisor gave our family a plan that worked for him — and cost us dearly.
He hit his quota.
We paid the price.
That was my wake-up call. And now, I’m here to make sure it’s not yours.
For over 20 years, I’ve helped high-earning families and business owners:
**Organize their money**
**Protect what matters**
**Build a legacy they actually understand**
And I do it without lectures, confusion, or pressure. Just straight talk, and a plan that works in real life.
No sales pitch. No shame. Just clarity, control, and a system that protects what you’ve built.
We don’t sell your info. Ever.
We don’t give tax or legal advice. Please consult your own professionals.
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