WatchDog Planning, LLC
I help women understand their financial health so they can make informed decisions relating to family, career, retirement and personal well-being.
I believe financial planning is critical to personal and professional success. The uncertainty of outliving your savings, understanding sources of income in retirement and accounting for the unexpected can be addressed through a comprehensive financial plan. The experience is thought-provoking and engaging, and the knowledge gained will be a guide for many of your most important decisions.
As a fee-only registered investment advisor, I follow a fiduciary standard so my advice is always in your best interest. And I don't have any asset minimums so all women can access professional planning advice. I want you to discover where you stand in your financial life so you can live a life you love and retire with confidence.
I believe financial planning is critical to personal and professional success. The uncertainty of outliving your savings, understanding sources of income in retirement and accounting for the unexpected can be addressed through a comprehensive financial plan. The experience is thought-provoking and engaging, and the knowledge gained will be a guide for many of your most important decisions.
As a fee-only registered investment advisor, I follow a fiduciary standard so my advice is always in your best interest. And I don't have any asset minimums so all women can access professional planning advice. I want you to discover where you stand in your financial life so you can live a life you love and retire with confidence.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.