About Us

My Story

My goal each day is to help people make smart choices about their money, empowering them to pursue their unique goals by first defining the values upon which they are based. With a holistic approach, and using Values-Based Financial Planning, I help my clients identify what is important about money to them. This includes providing Special Needs Planning services to families and organizations that serve people with special needs.
 
Since childhood, I have watched my parents live their mission, “blessed to be a blessing,” and my goal is to carry that mission forward. Having a large family, including four sisters with Down Syndrome, I understand the importance of special needs planning and I strive to alleviate any fear of “what if,” and replace it with the comfort that comes from coordinating special needs planning with your overarching financial strategy.

My team and I understand that learning the family’s story, their hopes and their dreams, is the foundation of a great plan. Special needs can be diagnosed at birth or happen later in life and planning for the future can be challenging, so I work with clients to help them navigate the complexities that come with planning; from understanding government benefits, to helping define the benefits and consequences that come from the decisions they will have to make.

Along with other Special Needs Professionals, I am a member of the Academy of Special Needs Planners. I believe in the team approach and understand the importance of cultivating relationships with subject matter experts in various fields to help ensure my clients confidently pursue their goals.

I have been involved in GiGi’s Playhouse, a Down Syndrome achievement center that provides free resources for any individual with a diagnosis. My first experience with Gigi’s was the “Over The Edge” fundraiser, where I rappelled down a 26 story building in Detroit to raise money for the organization. I also tutor in their new literacy program specifically designed for individuals with Down Syndrome. In addition to GiGi’s, I also volunteer at the Judson Center, an organization that provides comprehensive services that strengthen children, adults and families impacted by abuse and neglect, autism, developmental disabilities, and mental health challenges so they are successful in their communities.


Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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