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Helping Independent Women & Couples Build Their Future

You’ve worked hard to build your career or business. Now, it’s time to make sure your money works just as hard for you. Life Story Financial's approach to financial planning and investment management will help you gain clarity and confidence with your finances.

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Who's the Right Fit

I specialize in working with independent women and couples who:

✔ Are corporate professionals or successful business owners earning $200,000+ annually and are seeking guidance on key financial decisions.
✔ Have $250,000+ in investments and want expert support to grow and manage their wealth.
✔ Consider themselves financially responsible, but are ready for a clear and actionable plan.
✔ Value their time and want to reduce stress by partnering with a trusted advisor for financial planning and investing.

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Does this sound like you?

Here's How to Get Started

Step 1

Explore These Practical Personal Finance Resources

  • Subscribe to a monthly newsletter and follow my blog for financial insights tailored to corporate professionals and small business owners.

  • Download my free ebook series to learn how to build wealth and achieve financial independence.

Get Free Ebooks

Step 2

Schedule a Free, No-Pressure Call 

  • This is your opportunity to share your needs and ask questions about financial planning.

  • We’ll go over your initial concerns, financial priorities and how I can assist you.

  • You'll learn about my planning and investing approach, and what to expect if we’re a good fit to work together. (If not, I'll refer you to someone else!) 

Schedule a Call

Step 3

Begin Your Financial Planning Journey

  • You’ll complete a brief questionnaire to provide estimates about your money—such as your assets, spending, savings and more—to help assess your financial health.

  • You’ll gain clarity on your next steps and learn how we’ll structure our meetings and track progress toward your goals.

New Client Checklist

Step 4

Explore Your Values, Goals & Financial Vitals

  • We'll take a deep dive into what matters most to you—the "why" behind your money.

  • Together, we’ll address your current financial situation and how that aligns to your top goals.

  • This sets the foundation for a customized plan and investment strategy designed around your unique life and goals.

Planning Process

Frequently Asked Questions

Take a look at this FAQs page for additional information about Life Story Financial.

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