Heart Strong Wealth Planning was created to help educate and empower women to take control of their money.

The name is intentional: 

• Heart, connect with what you truly care about and want in your life; 
• Strong, build a strong foundation for yourself and your family; 
• Wealth, create wealth in all of its forms, financial and otherwise, to support your best life; 
• Planning, because a full alignment of these things does not happen by accident. It helps to plan.

I do this work because I believe financial planning can be a powerful tool for clarity, confidence, and change—especially when it’s grounded in your values.

My interest in Socially Responsible Investing (SRI) grew alongside my concern for the environment. I found myself frustrated by the lack of real action from corporate and political leaders—and I realized I wanted to be part of the solution. SRI felt like a natural fit: a way to help clients align their investments with their values and use money as a tool for change.

Being an independent advisor has always been important to me. I never liked the idea of being limited by a company’s product list or sales quotas. Independence means I can look at your life—your goals, your circumstances, your values—and design a financial strategy that’s truly your own.

Yes, I’ve spent over two decades in the securities industry, and I’m deeply analytical by nature. But I also bring creativity and curiosity into the work. I’ve studied ballet, worked with artists, traveled widely, and love getting my hands dirty in the garden. I believe all of that helps me connect with clients in a way that’s human, not just financial.

Whether you’re starting a business, planning a move abroad, buying a home, or thinking about retirement—I love helping women turn their goals into a clear, actionable plan.

For those who like to know the credentials: I’m a Chartered Financial Consultant® (ChFC), a Chartered SRI Counselor®, and I hold securities licenses 6, 63, 65, and 7, as well as life, health, and accident insurance licenses.