Growing up, I saw firsthand how financial security shapes lives. It builds confidence, opens doors, and fosters freedom. When I started my career as a financial advisor, I was driven by a desire to help people gain control and clarity around their money. But as I worked with more clients, I noticed something that both surprised and inspired me—my approach was strongly resonating with women.

These clients weren’t just looking for someone to help them crunch numbers; they were seeking a guide who could understand their unique experiences and aspirations. They needed someone who listened to what mattered to them, someone who would work alongside them to build a financial foundation that supported their lives—not just a spreadsheet.

I quickly became aware of a gap in the financial industry: women’s financial needs, which are often distinct, had largely been overlooked. Women face unique challenges, from the gender pay gap and career breaks to longer life expectancies. These factors make financial planning more complex for them, yet traditional financial advice has often fallen short, offering generalized guidance that doesn’t address these realities. I knew I wanted to be part of changing that.

This realization led me to create my Purpose Power Planning (PPP) process, a values-driven approach that helps women connect their finances with what truly matters. PPP is about much more than reaching a target number—it’s about building a life and legacy grounded in personal values and dreams. Through my process, clients gain awareness of their financial health, clarity on where they stand, and actionable steps to move forward. I help them take control of their financial journey, giving each dollar a purpose aligned with their goals.

For me, financial advising is about more than just advice; it’s about empowering my clients to feel confident in every dollar decision. When they see each dollar working toward something meaningful, they find themselves making steady progress in ways that resonate deeply with them. It’s incredibly rewarding to watch clients not only build wealth but also experience newfound confidence and clarity as they take charge of their financial lives.

This work is personal to me. I want to help break down barriers and ensure that women have a place at the financial table, equipped with the knowledge and resources they need to build wealth and thrive. I’m here to support and empower them on this journey—one purposeful plan at a time.