I am a CFP® professional, a Chartered Retirement Planning Counselor, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, I help educate the public, policy makers, and media about the benefits of competent, ethical financial planning. Financial planning is the process of meeting your life goals through the proper management of your financial resources. There is not a single segment of our lives that is not affected by financial planning. I am the past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. I serve as a Women’s Initiative (WIN) Advocate and member of the Diversity Advisory Group (DAG) for CFP Board.
I help others gain clarity and confidence about their wealth.