Cultivate Financial Wellness

Over my 20+ year career, I’ve learned that women face unique financial challenges. These may include time out of the workforce to care for family members, wage discrepancy, and longer life expectancies, which can be compounded by a death or divorce. 

As founder of Cultivate Financial Wellness, I use my personal and professional experience to help women take charge of their financial lives and move from feelings of confusion to a place of freedom.

I provide financial services for women going through or anticipating a major life transition. I’m passionate about being a financial guide for widows, divorcees, business owners who need an exit strategy, and retirees. That said, I’m also passionate about improving financial literacy among all women; I offer a service especially designed for younger women, or those without substantial wealth, who need financial guidance on specific topics.

Typically, I host digital engagements so you can get personal and expert financial advice no matter where you are. But if you live near White Lake, Michigan, and want to meet face to face, I’d love to see you in your home, favorite coffee shop, or anywhere else you’ll be comfortable.
Due to COVID-19 I am offering my services virtually. Please stay safe!

Schedule a complimentary conversation to get started and know for sure that you want to work together. I look forward to hearing from you.

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Advisors at this Office

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This Office

Call for an Appointment White Lake, MI 48383-2793 Phone: (248) 963-1223

Primary Office

Call for an Appointment White Lake, MI 48383-2793 Phone: (248) 963-1223