Empathy and Expertise

As a a CPA and CFP® living in grief, my financial planning firm was built to walk beside you as you navigate your own grief journey.

Who We serve

Who We serve

 Our clients are normally single women longing for a good listener.

more about who we serve
Our Process

Our Process

We simplify what we can by being intentional and purposeful.

More about Our Process
My Story

My Story

My calling crystallized during my own struggle in grief.

more about my journey

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