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—why not take the same intentional approach with how you invest?
My own concern for the environment led me to Socially Responsible Investing, and I love helping women take control of their finances in a way that aligns with their values. If you want your money to reflect what matters most to you, I’d love to show you how Heart Strong Wealth Planning can help.
Your Interests Always Come First.
As a fiduciary, I’m legally—and personally—committed to acting in your best interest. That’s not just a rule I follow. It’s how I believe financial advice should work.
I operate within a transparent, advice-first model. That means I’m not tied to any products or sales targets. Every recommendation I make is rooted in what’s right for you and aligned with the life you want to build.