I love being able to guide my clients through a unique planning process that empowers them to live a financially fulfilling life now while establishing a legacy for themselves and their families. My passion for estate planning grew out of watching my parents and other family members struggle with the legal aspects of death when someone passed away, as well as the strong desire to leave a meaningful legacy for my own family. While I welcome all families, I specialize in working with blended families.
I started as a financial advisor for a few of the larger financial firms and institutions. I made a pivot in my career later in life to go to law school so that I could offer this very important service to my clients. I attended Davenport University in Dearborn, MI and attained my Bachelor of Business Administration in Finance. I then attended the University of the District of Columbia- David A Clarke School of Law for my Juris Doctor.
In my spare time (which is rare), I enjoy journaling, exercising with friends, and playing with my greedy little Yorkie, Loki. My greatest joy is spending time with my 3 children and grandson and traveling the world with my husband.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute initial consultation.