When life changes fast,
you need clarity
before you commit financially.

Maybe it’s a divorce (click here).
A loss.
A shift in your role or responsibilities.
Or just the realization that no one else is steering this ship anymore.

You're not alone.
And you don’t have to figure this out by yourself.

You don’t have time to become a financial expert.

But you do need someone who can walk you through the numbers,
translate what’s being offered, and make sure you don’t leave money on the table.

I’ve helped clients save tens of thousands of dollars by spotting unfair tax implications, lopsided account divisions, and gaps in financial planning that others missed.

This is financial clarity for life’s most complex moments —
so you can protect your future, feel more confident in negotiations, and finally exhale.

Let’s Talk – Book a 15-Minute Intro Chat

You’re smart. Capable. Responsible.

But suddenly, you’re facing decisions about IRAs, pensions, balance sheets, taxes, or asset division—wrapped in financial language that wasn’t designed for clarity, especially not in moments like this.

One client was offered all the traditional IRAs in her divorce—while her spouse kept the Roths. On paper, it looked fair. But with thousands in future taxes? It wasn’t.

Another client worked dutifully at a job for for 30 years—until she was suddenly put on probation for something she didn’t do. I helped her understand her pension options so she could choose early retirement on her terms, not theirs—and protect her financial future.

Most financial systems are built around control and accumulation.

But transitions require something deeper:

Orientation.
Translation.
Strategic support.

You might be navigating

A career change or retirement — and trying to build something stable from a shifting ground

Starting from scratch after years of caregiving, partnership, or just not being the “money person”

Inheriting money — and unsure how to steward it

The death of a spouse or parent — and suddenly managing money alone

A divorce or separation — and needing help understanding what’s actually being offered (click here)

This Is For You If:

You feel overwhelmed by financial documents, acronyms, or options
You’re in conversations about money that don’t feel fair — but you can’t explain why
You’ve never managed finances before and don’t want to get taken advantage of
You want someone to walk through the numbers with you, not just throw advice at you

Start with the Quiz: How Are You Holding Wealth?

What We’ll Do Together

In each session, we'll:

Lay out your full financial picture in plain terms
Identify what’s aligned vs. unclear or unfair
Strategize based on after-tax value, future goals, and what you truly need
Bring emotional steadiness to logistical chaos
Support you in advocating for yourself, even when you feel under-resourced or new to all this

This work is about more than spreadsheets.

Make empowered decisions when the stakes are high and the emotions are intense.
Save time and money
Protect your future