Long Term Care Planning: A Holistic Financial Plan Essential

November is long term care awareness month. As a physical therapist and RICP® financial planner focused on helping people live…

How Dignity Planning Can Empower You and Your Loved Ones

More than financial planning, I help my clients with Dignity Planning. It goes beyond traditional financial strategies and encompasses a…

Women, Money and the Energy of Life Book, an empowering and inspiring book by women, for women, is to be launched today, April 6, 2023
Women and Money Book Launch April 6,2023

Women, Money and the Energy of Life Book, an empowering and inspiring book by women, for women, is to be…

spring clean your finances with these tips
Spring Clean Your Finances With These Tips

As we look forward to the Superbowl and welcome the month of February

financial golas to consider for the new year
Financial Goals to Consider for the New Year

Have you considered your financial goals for the new year? Here are a few suggestions that will get your year…

Improving Your Financial Fitness

Everyone knows that fitness is an important part of good health and great habits.

10 Ways A RICP® Financial Planner Can Make A Difference

As a financial strategist and insurance broker, here are ten situations where I can help you:

April is Financial Literacy Month

Financial literacy is something I’m passionate about.It’s something I’ve been interested in since I was in my early twenties when…