Women are changing the
world—one inspired
financial plan at a time.
Inspired
If you care about the environment, human rights, and/or social justice, why not leverage the power of your money to drive positive change in the world while also building a solid financial foundation for yourself?
Heart Strong Wealth Planning equips you to confidently take control of your money and manage it in a way that supports your goals and aligns with your values.
To be inspired is to be animated or imbued with the spirit to do something. What is the spirit of money for you?
What is its purpose?
What future do you want to build?
You vote with your dollars every day when you spend your money, why not take the same approach with your investing? Concern about the environment led me to Socially Responsible Investing (SRI) and I love empowering other women to take control of their finances and invest in companies that share and support their values. If you’d like to be more intentional with how you spend and invest, I’d love the opportunity to show you what Health Strong Wealth Planning offers.
Your Interests Always Come First.
I am a fee-based investment advisor and fiduciary-a person who acts on behalf of another. As your Financial Advisor, I’m legally and ethically bound to act In your best Interests; serving your Interests with integrity is the foundation of my practice. As an independent advisor, I am not obliged to promote any specific product or investment. The solutions I offer are based entirely on your goals and what’s best for helping you reach them.