Would you like a simple, actionable financial plan that shows you every piece of your financial life in one place? Imagine if you could view all of your personal investments, insurance, real estate, income, taxes, debt, and spending in a single dashboard. AND track your progress as you work toward your goals? We've got you!
Ready to get organized?
I look forward to helping you create an organized view of your money so you can focus your time and energy on what's most important to you.
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The word "Maven" comes from Hebrew origins, and means "someone who understands", or "expert".
We believe you're the expert on what's important to you, and once you understand your money, you'll be empowered to make your own confident decisions.
In this process we'll review your Investing goals, Insurance needs, look for tax savings, and identify other actions to take to work toward your goals.
Smart investing doesn't have to be complicated. I'll work with you to understand your options, choose investments, and review them regularly.
Even if you're not ready to become a planning or investing client, we'd still love to help you make confident financial decisions!
See for yourself how easy our planning tool is to use! Create an account, enter as much (or as little) information as you'd like, and see how organized you feel. We think you'll love it as much as we do.
“We should appreciate the women on whose shoulders we stand, women who said the same things we said many years later, but [at a time before] society was willing to listen.”
-Justice Ruth Bader Ginsburg