Financial security, smarter retirement strategies, and real-world financial education for busy professionals who want more control, less stress, and a plan that actually matches your situation & your life!
Leverage my professional understanding of long term care finances, insurance, & government benefits and my personal background of independence & 12 years of living aboard a boat!
Supporting Multiple Generations Or on a "Solo Journey"
Weather (pun intended!) you're in the sandwich generation—helping kids launch their lives while also caring for aging parents or you are on a "Solo Journey", your financial plan needs to stretch further and work smarter!
Freedom of Choice
You want the option to work, not the obligation to work, in your later years! Understanding the "Modern Retirement" is important & True financial independence means having choices about how you spend your time and energy. Decisions we make today impact our life in retirement!
The Security Question
If you've ever thought, "I make decent money... so why doesn't this feel secure?"—you're in exactly the right place. Let's transform that uncertainty into clarity and confidence. Ask me how "Twin Income" has changed my personal outlook of the future and how I can improve yours too!
What Makes This Voyage Different
Real-World Financial Education
No confusing jargon or overwhelming financial speak. We translate complex concepts into practical strategies you can actually use. You'll understand not just what to do with your money, but why each decision matters for your specific situation.
My approach is built on transparency, education, and empowerment. You'll leave every conversation feeling more confident and in control of your financial future.
Strategies That Match Your Life
Your life doesn't fit a template, so your financial plan shouldn't either. We consider your career trajectory, family obligations, personal goals, and the unique challenges of your situation to build strategies that actually work for you.
This is about creating sustainable income streams that support the life you want to live—both now and in retirement.
Upcoming Events & Workshops
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Women, Wealth, & Wellbeing
Weekly In-Person Meetup
A supportive community where women gather to discuss financial strategies, share experiences, and build wealth together. These weekly sessions provide ongoing education, accountability, and connection with other professionals on similar financial journeys.
Start the new year strong with strategic financial planning for your business. This intensive workshop helps business owners align their personal and business finances for maximum growth and security. Perfect for entrepreneurs ready to take their financial strategy to the next level.
Transform your financial dreams into actionable plans. This powerful day-long event combines financial education with personal development, helping you clarify your goals and build the strategies to achieve them. Walk away with clarity, confidence, and a concrete action plan.
The optimal window to refine your strategy and maximize your retirement income potential
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Ways to Connect
Multiple paths to begin your journey—individual conversations, community meetups, and transformative events
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Your Control
Complete ownership of your financial decisions with education and support every step of the way
Financial independence isn't just about the numbers in your accounts—it's about the confidence to make informed decisions, the clarity to see your path forward, and the peace of mind that comes from knowing you're prepared for whatever life brings.