Who I Work With

Maybe We Should Talk

If we choose to work with each other, we’ll be getting to know each other very well. So, before we get started, we need to make sure I’m the right financial advisor for you.

Does This Sound Like You

I have a small, select group of independent women I work with, each of whom I care about and consider a friend. In fact I often work with many of my clients’ children and some of their parents, too.

Independent women come to me for help with a variety of things, including the following:

Organizing and simplifying their financial affairs,
Coordination and communication among their professional advisors including CPAs, attorneys and other professionals,
A clear understanding of the financial and life choices they face and the trade-offs among them,
A trusted partner - that's me - who's willing to educate them on all aspects of their money, and
Creating a financial master plan to help them achieve what's most important in their lives.

There is a lot more that I help my clients with, but the above gives you an idea of the types of challenges my clients are often faced with.

When we talk about your money, you’ll be interested primarily in wealth preservation and making the most of your one shot at life – not how to make a quick buck through hot investment tips. But it’s not all about dollars and cents – we’ll also be chatting about your family, your values and your personal passions.

Many of my clients are Atlanta locals, but I also work with people from across the country. The most important factor is not geography, but your willingness to engage in meaningful and honest conversations about what’s truly important to you and those you care about.

New clients accepted by referral only.