In The Money Retirement Planning

I specialize in helping breadwinning women & dual-income families take control of their financial future with confidence and clarity.

Many of my clients are successful professionals, business owners, or executives who are managing both their careers and households — often supporting a partner, children, or aging parents. They’re smart, capable, and hardworking — but tired of piecing everything together alone.

I founded In The Money Retirement Planning to raise the standards of financial advice. As a fee-only fiduciary, I don’t sell products or earn commissions — my only focus is helping you make informed, values-based decisions about your money. Whether you’re navigating complex benefits, planning for early retirement, or preparing to exit your business, I help you design a plan that aligns your financial life with the life you actually want.  

Specialties

• Retirement & tax-efficient income planning

• Business-owner and self-employed financial planning 

• Charitable giving & legacy planning

• Investment management and behavioral coaching

• Planning for childfree and dual-career households

Client Profile

Most clients are women professionals and business owners in dual-income families earning $100K+ or have net worth 1m+, typically between ages 40 and 65, who want to build financial independence and reduce uncertainty around retirement, taxes, and lifestyle transitions.