Xennial Planning

A XENNIAL is someone born between Generation X and Millennials. As a Xennial, I understand the decisions, issues, and changes that women face in both generations and pride myself on communicating complex financial jargon in a very simple way.

Xennial Planning was created because women are expected to take on more and more responsibility. We juggle multiple priorities including careers, aging parents, familial commitments, and relationships with little help or guidance. We are expected to do it all, including managing the finances. Let me take the financial piece off of your plate!

As a CERTIFIED FINANCIAL PLANNER Professional and FIDUCIARY, I strive to do what is in your best interest. No commissions and no hard sales. I want to build long lasting relationships with my clients and get to know each other not only at a professional level, but also personal. As women, let's work together, make a plan, and allow you to concentrate on the more enjoyable aspects of your life.