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Financial Advice for Independent Women Based on Your Life
My approach is different from your typical financial advisor. I start by encouraging you to open up about your life and finances to get you in touch with your values and goals. The result is advice that goes beyond the numbers to incorporate what's most important to you.
Who's a Good Fit?
The types of clients best served here are 35+, work in a leadership or entrepreneurial role, earn a household income of $125,000 or more and:​
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Are financially responsible
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Want a well-organized financial life
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Want a coach to hold them accountable
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See the value in paying for objective advice
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Are serious about accomplishing meaningful goals
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Sound like you? Here's what to do next!
Step 1
Take a Look at My Free Personal Finance Resources
Sign up for my newsletter, download my free ebook series and follow my blog for practical tips on making better money decisions and improving your finances.
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You'll learn what's new in personal finance in my monthly newsletter through videos and articles.
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You'll learn how to pay down debt, earn more, invest well and make work optional in my ebook series.
Step 2
Schedule a Free Introductory Call to Learn More
When you're ready to explore your top financial questions and concerns, schedule a no-pressure, no-cost introductory call.
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I'll learn about your situation to determine if my expertise will fit your needs.
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If it seems like I can help you, we'll schedule a second, no-cost meeting to do a deeper dive.
Step 3
Meeting to Explore Your Values, Goals & Financial Vitals
​We’ll do a deep dive into your goals and life values before looking at your Elements, a set of real-time financial vitals that will help you understand your financial health.
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We'll be able to see how you're doing and how my financial services can benefit you.
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You can decide if you're ready to start working together right away or want more time to decide.
Step 4
Onboard as a New Planning or Investment Client
Choosing a financial advisor is a big decision—so it's important to make sure we're a good fit. If we are, we'll get started by identifying the top priorities you'd like to address as we're working together.
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You'll commit to gradually sharing your financial information following a straightforward process.
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I'll help you gain insight into how you're doing with your money and where we should focus our time.
Client Reviews
Don't just take my word for it! Take a look at the positive feedback provided by satisfied clients about Life Story Financial's financial planning approach.
Frequently Asked Questions
Still have questions? Take a look at my FAQs page for additional information about my firm.