Specialties
About Me
I’m a fee-only Certified Financial Planner® and Certified Divorce Financial Analyst® practitioner based in Granite Bay, California.
I empower divorcees and widows to make smart decisions with their wealth that will form the foundation of their financial lives moving forward. Before founding my own firm, I spent over a decade advising high-net-worth families at Morgan Stanley, Merrill Lynch, and Ameriprise. During that time, I witnessed how often women experiencing divorce or widowhood were left feeling unseen, unheard, or unsupported by traditional financial advisors. The advice they received often didn't reflect the unique emotional and financial complexities they were facing. They needed more than just investment strategies - they needed a trusted partner who understood the weight of their situation and could walk alongside them with compassion and expertise. My goal is to take the burden of financial stress off your shoulders, so you can focus on what matters most: healing and rebuilding your life.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CDFA, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
True Worth Financial Planning(“TWFP”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by TWFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of TWFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.