Specialties

Who I serve best

I specialize in tax and financial planning for complex financial situations where clarity and strategic judgment make the biggest difference.

  • Divorce creates complex financial decisions at a time when clarity is hardest to access. I help women understand the tax and planning implications of settlements, reorganize finances post-divorce, and make thoughtful decisions before anything becomes irreversible. The goal is not just stability, but rebuilding confidence and long-term direction.

    → Learn more about how I help women navigate divorce

  • High income often brings complexity, multiple accounts, and tax decisions that interact in non-obvious ways. I work with individuals and families who want integrated tax and financial planning rather than disconnected advice. The focus is on clarity, efficiency, and decisions that support both current life and long-term goals.

  • Major life changes often force financial decisions faster than they should be made. I help clients slow down, evaluate options, and understand trade-offs during transitions such as sudden income changes, career shifts, or new financial responsibility. This work centers on creating structure and confidence before committing to a new path.

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