Broker Check

You Talk - We Listen - Together We Collaborate

Financial Guidance thru the Lens of Your Values

Welcome to Financial Planning Partners!

<strong>Schedule a Meeting</strong>

Schedule a Meeting

Want to get acquainted, discuss financial planning, or have a topic-oriented discussion? 

Master List of Goals

Goal setting is fundamental to financial planning.  Here's a list to get you started. 

Download The List
<strong>Our Clients</strong>

Our Clients

We work with an array of individuals seeking financial guidance. 



We empower women to make sound and confident financial decisions.  We listen to your hopes, dreams and values and collaborate with you towards a bright financial future. 

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<strong>Why Financial Planning Is The Way To Go</strong>

Why Financial Planning Is The Way To Go

Financial planning can mean the difference between worrying about finances your entire life and achieving goals you didn't think were possible. Start the process to build a bridge between financial fear & freedom

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<strong>Legacy Planning</strong>

Legacy Planning

As you start considering what you want to have happen to your assets, or perhaps what you don’t want to have happen to them, we are here to help. We will walk you through the things you should both be watching out for and connect you with practical solutions that match your goals.

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Financial Satisfaction Survey


Life Transition Survey