Frequently Asked Questions

What exactly is financial planning?
Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time learning the art of negotiating the financial barriers that inevitably arise in every stage of life. Remember, financial planning is a process, not a product.

Do you work with clients outside of Los Angeles?
Yes, I’ve build my business so I can work with people all over the country. We can meet by phone, Skype or in person if you live in the Los Angeles area. I believe that together we can determine the best way to work together for something as important as your financial future.

Do you work with men too?
Yes, of course! Although my practice is designed to serve the women’s segment, I still work with many couples. I think that if you’re in a relationship, it’s important to engage in financial planning together. It can be empowering to your relationship to address the topic of money together, and it can also bring a confidence to your relationship because you’ll both become clear on where you stand and where you want to go financially.

How Can I work with you?
If you’re ready to take your financial life to the next level, request a free discovery session with me today so we can begin the conversation. I’ve helped hundreds of clients take their financial lives to the next level and create a life they love using their money, and I’m excited to help you do the same.

If you’re not quite ready for my comprehensive financial planning services, then check out my weekly YouTube videos and my online money class to start your Financially Wise journey.

And, of course, make sure you’re on the email list to get my weekly videos, which are packed with amazing tips to help you get the financial education you need.


Sign up to Receive your FREE Financially Wise Toolkit jam packed with great tools & resources to help you on your financial journey.