I love working with high-earning working moms—especially those who are finishing up daycare payments and want to reallocate that money toward long-term financial security. If you’re juggling career, a spouse, family, and financial goals, you’re in the right place.

Absolutely. While many of my clients are women – particularly working moms, I also work with men and dads. If you’re the point person for your family’s money and want a clear, efficient plan, you’re in the right place.

I blend structured strategy with real-life empathy. As a mom and a Retirement Income Certified Professional (RICP®), I get both the numbers and the nuance. My 9-phase blueprint simplifies complex decisions, so you feel in control—not overwhelmed.

I charge an advisory fee for investment advisory services.  I’m also paid commissions by life insurance carriers for insurance products—not directly by you.

If you’re earning a strong income, have recently freed up cash flow, such as from daycare expenses, and you’re ready to make strategic moves for your family’s future, you’re likely a good fit, even if you’re still in the process of building wealth. Many of my clients choose to reallocate approximately $10k-$20k/year that was previously directed toward daycare into their financial plan.

Many advisors focus primarily on investments. I take a more holistic, mom‑focused approach that integrates both investments and insurance and evaluates how different strategies may support your income goals over time.

My process is designed for busy professionals. We break it down into steps, handle the paperwork, coordinate account transfers, and guide each step.

We begin with a free Discovery Call to see if it’s a good fit. From there, we map out your next steps and begin building your personalized financial strategy.

While many of my clients are based in Madison and surrounding areas, I can work virtually and am licensed to work with clients in many states across the Midwest and beyond.

Because right now, time is your greatest asset—and you only get it once.
As a parent with young kids, it’s easy to focus only on the immediate: daycare, school schedules, family logistics. But this phase—right after daycare ends—is also one of your most powerful financial windows. If you can redirect even a portion of what you were spending on childcare into an efficient retirement strategy, the long-term impact can be significant.

Retirement readiness isn’t just about how much you’ve saved. It’s about whether that money will reliably produce income for as long as you need it. We look at your current savings, expected income streams, spending goals, and longevity potential to see if your plan holds up under pressure. I provide a Retirement Income Readiness Report that gives you clarity so you’re not just guessing, but deciding with confidence.

It depends on your lifestyle goals, healthcare expectations, and desired level of financial flexibility. Together, we’ll map out what a typical month might look like in retirement and then build a plan to support more predictable, sustainable income over time.

This is where things get real. We use a framework to help you design a withdrawal strategy that supports your income needs and manages risk. We’ll also explore whether income‑focused solutions or volatility buffers may make sense for your plan.

The right timing depends on your health, work plans, spouse’s benefits, and other income sources. I walk clients through real-life scenarios to help them make this decision for their specific goals.

It depends on your cash flow, interest rate, and overall financial picture. For some, the peace of mind is worth it. For others, keeping a low‑interest mortgage and investing excess funds may make more sense. I’ll help you assess the trade‑offs so you can make an informed decision either way.

This is one of the biggest fears retirees face, and it’s completely valid. That’s why we plan for life potential, not just life expectancy. I help clients build layered income strategies that factor in market volatility, inflation, healthcare costs, and longevity. The goal: a plan that works whether you live to 85 or 105.

This is known as sequence‑of‑returns risk, and it’s an important planning consideration. We use approaches such as volatility buffers, cash reserves, and insurance‑based solutions to help reduce the need to sell investments during market downturns. My goal is to build an income plan that’s thoughtfully structured to provide stability and help you stay on track during periods of market uncertainty so you can sleep a little better at night.

Possibly. We’ll look at your health history, assets, income strategy, and family structure to evaluate the best way to prepare for future care needs. You’ll know your options.

Many of my near-retiree clients come to me because they want a second opinion or a more integrated strategy. If your current advisor isn’t actively helping you with retirement income planning, you may be missing opportunities. I offer a complimentary Discovery Call so you can see if a more holistic approach makes sense.