One on One
Coaching Call 

$297 for 90 minutes of One on One time. 

90 minutes to go over your most important questions and spend the time to craft your Financial Plan or Tackle your biggest Money problems.   

Yes Please


 reach out to Inquire

Send an Email to and let us know what questions you want to discuss to make sure a One on One Coaching Call will be right for you. 


take control of your finances

As your Financial Mentor, I promise to provide you with the knowledge you need to feel empowered.

With over 25 years of experience in the male-dominated financial industry, I understand the confusion and intimidation that comes with the idea of money and investing.  I spent years working at Merrill Lynch, Morgan Stanley and Citi Private Bank and now want to help you achieve your money goals directly. 

My mission is to ensure that women have access to the tools and resources to learn how to take control of their financial future and be confident doing it.

The results


Get one on one Time to discuss special Situations 

Gain Clarity around your plan and next steps

A Deep Dive on any topic or review

sign me up!