Inspiration Financial Planning

I’m on a mission to inspire women to be more intentional with their financial choices and provide a place where they can learn and share – without judgment. I’ve been through divorce and death of loved ones, I’ve worked with hundreds of clients with unique financial situations. One thing hasn’t changed throughout my career – my commitment to providing personalized services to my clients to inspire their financial journeys. You’re a busy professional woman in the middle to later stages of your career (or maybe you’ve already retired!). You have a lot going on, but you want to make sure you’re making smart financial moves. Whether you’re the family CFO or not, you want to be treated with respect. You won’t be afraid to ask questions and learn what you don’t know. You’d like to find someone you can bounce ideas off of, to get help making financial decisions, or to delegate to an expert. Finances don’t have to be a drag. You probably are already in the habit of saving. You may be making a lot of money, but haven’t been intentional about what you’re doing with it. Throughout my career, I’ve been inspired by so many women who are doing amazing things in their professional lives. However, the traditional financial advice industry does not serve us well. ➡️Our plans need to account for income shortfalls due to the gender pay gap – leading to a lifetime of reduced savings opportunities. ➡️We may need to plan around periods of income plateaus due to caregiving responsibilities for children or parents – it’s important to be intentional about career choices. ➡️Women live longer than men and are often entering or experiencing retirement solo – this impacts all aspects of retirement income, taxes, and leaving a legacy.