About Heart Strong Wealth Planning
Socially Responsible Investing allows me to help my clients build wealth in ways that align with their values.”
Wholehearted Wonder Women 50 Plus: Courage, Confidence, and Creativity at Any Age
Wealth Codes: Sacred Strategies for Abundance
INVEST IN THINGS you CARE ABOUT
Every day you vote with your dollars, and your time, for the life you want to create for yourself, and the world you want to live in.
But most people rarely have the space to step back and ask whether their money is actually supporting that life.
Often people don’t stop to think about their money until something changes.
Or until they realize they’ve been doing what they think they’re supposed to do, but haven’t paused to ask if it’s actually working.
Financial planning isn’t just about big milestones.
It shows up in your everyday decisions.
What you spend on.
What you keep.
What you let go of.
What you actually enjoy.
Heart Strong Wealth Planning helps you slow down, get clear, and make intentional decisions with your money—so it reflects who you are and what matters most to you.
And when things feel unclear or overwhelming, I help you sort through the noise and decide what to do next.
This work goes beyond numbers.
It’s about making clear decisions in moments that matter.
It’s about having a plan that helps you move forward with clarity and confidence, especially during times of change.
WHAT 'HEART STRONG' MEANS
Money aligned with what matters.
The name is intentional.
Heart — Connecting with what you truly care about, not what you’ve been told you should care about.
Strong — Building a steady, resilient foundation for yourself and the people who depend on you.
Wealth — Defining wealth broadly: financial security, yes, but also freedom, meaning, and well-being.
Planning — Because this kind of alignment doesn’t happen by accident. It takes thought, care, and good guidance.
At its best, financial planning becomes more than managing money.
It becomes a way to support the life you’re creating.
Independent by Design
Clear guidance when decisions matter.
Being an independent advisor has always mattered to me.
I’ve never been comfortable with sales quotas, limited product shelves, or one-size-fits-all recommendations. Independence allows me to look at your whole life—your goals, your concerns, your values—and design a strategy that fits you, not a firm’s agenda. It also allows me to give you clear, objective guidance when you need to make important decisions.
That freedom matters, especially when life doesn’t follow a neat script.
ANALYTICAL, CREATIVE, hUMAN
Planning that goes beyond the numbers.
I bring more than two decades of experience in the securities industry, along with a deeply analytical mindset. But numbers alone have never told the full story.
I’ve studied ballet, worked alongside artists, traveled widely, and find grounding in nature and gardening. Those experiences shape how I listen, how I ask questions, and how I work with clients.
Because financial planning is never just technical. It’s personal.
Many of the women I work with are navigating transitions—starting or selling a business, going through a divorce, planning a move, buying a home, or thinking seriously about retirement.
I help turn complex, emotional decisions into clear, thoughtful plans you can act on.
Want to know what’s next?
Start with a short introductory call, or take a look at how we work together: