600 Trancas Street
A personal approach
We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.
Understanding the SECURE Act
Stay Safe with a B.O.P. At Your Back
The Long Run: Women and Retirement
600 Trancas Street, Suite 200Napa, CA 94558
Meet the Team
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
I offer a full library of resources to help boost your financial planning knowledge.
A Fruitful Retirement: Social Security Benefit
A Living Trust Primer
The Facts About Income Tax