Nested Financial & Tax Planning

You want to feel good about your money. Not just “on track.” Actually good. Confident. Clear. In control.

You want to stop overthinking every decision, stop feeling behind, and finally have a plan that fits your life. One that supports your family, your future, and your ability to enjoy life now.

At Nested Financial, I help women who manage the money in their households feel calm and empowered. Most of my clients are doing well on paper but secretly feel overwhelmed. They’re juggling a hundred mental tabs, trying to make smart financial decisions while also stress-Googling dinner recipes and wondering if they forgot to pay the credit card.

That’s why I created the Financial Happiness Method. It’s a clear, step-by-step process to help you simplify what feels messy, build a flexible plan that supports your real life, and make sure your money works for what you actually care about.

Together, we’ll:

• Get organized without shame
• Save more on taxes without becoming a spreadsheet zombie
• Align your spending and saving with your values
• Create a plan that adapts as your life evolves

You’ll have someone to talk to who explains things clearly, listens without judgment, and helps you move forward with confidence. And yes, we’ll probably laugh along the way—because money is serious, but it doesn’t have to be stiff.

I work virtually with women and families across the U.S., including LGBTQIA individuals and couples looking for inclusive, affirming support. If you’re ready to stop carrying the weight of it all by yourself, I’ve got you.