SERVICES
Financial planning designed around the moments that shape your life.
01
DIVORCE FINANCIAL ANALYSIS
Divorce is one of the most financially complex events a woman can face. I help you understand what you have, what you’re entitled to, and what each settlement option really means for your future.
What’s included: asset and liability review, QDRO analysis, settlement scenario modeling, long-term cash flow projections, and guidance on financial decisions before the ink is dry.
02
RETIREMENT PLANNING
Whether retirement feels far away or right around the corner, the planning you do today makes all the difference. I’ll help you build a roadmap that reflects your timeline, your goals, and the life you want to live.
What’s included: retirement income analysis, Social Security strategy, 401(k) and IRA planning, withdrawal sequencing, and adjustments for life changes along the way.
03
INVESTMENT STRATEGY
Your portfolio should reflect who you are — your values, your risk tolerance, and where you’re headed. I help you cut through the noise and invest with intention, not anxiety.
What’s included: portfolio review and analysis, asset allocation strategy, investment selection, rebalancing guidance, and alignment with your broader financial plan.
04
TAX STRATEGY
Taxes are one of the biggest costs in retirement — and one of the most overlooked. I help you identify opportunities to reduce what you owe today and in the years ahead, so more of your money stays where it belongs.
What’s included: tax-efficient withdrawal strategies, Roth conversion analysis, capital gains planning, and coordination with your tax professional.
05
BENEFICIARY, ESTATE & INSURANCE REVIEW
The details that protect your family are often the ones that get overlooked. I’ll make sure your beneficiary designations, estate documents, and insurance coverage are current, coordinated, and working together.
What’s included: beneficiary designation review, life insurance analysis, long-term care review, coordination with your estate attorney, and updates as your life changes.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Wise & Worthy is a marketing designation.