I work with individuals and couples who recognize the value of proper financial planning for their financial future.
No two family situations are the same, which is why I take the time to understand your opportunities, challenges and dreams for the future. We’ll work together to develop a tailored solution to help you achieve your unique financial goals. Together, we’ll review your:
When you’re ready to retire, feeling secure there will be enough income to support you for decades is paramount. You’ll be at ease, because we’ll have created a retirement strategy and income distribution plan that works for you. We’ll tackle the big questions retirees have:
I know firsthand how running a business can lead to your personal and professional lives intertwining in ways you had not anticipated. More than general financial advice is required; you need the counsel of a professional who understands your needs and opportunities.
With me as your financial guide, we’ll navigate your personal and corporate financial planning needs. I can advise you on the best uses of your corporate structures and coordinate with your stable of professional advisors like accountants and lawyers.
Financial planning for business owners and professionals includes (but is not limited to):
Women face different monetary challenges than men: we tend to outlive male partners in old age, earn less in the workforce and have the burden of caring for children and aging parents. With a steeper hill to climb, I’m attuned to the financial situation faced by half the population, and I can help mitigate the external forces that can drag down a woman’s financial situation.
As someone employed in an industry where only 30% of advisors are women, I can appreciate the uphill battle. My goal is to help you feel confident and knowledgeable when it comes to securing a comfortable lifestyle and retirement.
Mutual funds and segregated funds provided by the fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and related services are offered through Karalyn Day.