I am a Financial Life Planner in the beautiful Bay Area, Northern California. I founded Wealth-Source Financial Planning as an independent fee-only practice dedicated to helping you, a woman in transition and your family to improve your relationship with your finances so you can achieve the financial plan we would build together.
Life offers a range of opportunities and challenges and as we take the next step in our career or personal life, we are faced with decisions. As we grow older, we realize that there are no right or wrong decisions; there are only decisions that are right for us. In my coaching experience, I learned that you will seek guidance when you are ready and you know it is right for you. It is my pleasure to welcome you to our home.
My chosen paths in life have brought me today to you, ready to work as partners to get you on your path towards your financial freedom. As a fiduciary, and life coaching professional, I would help you find a values-centered relationship with your finances so you can have peace of mind around your money and you can focus on your personal or professional path in life.