I help women make smart and thoughtful decisions as they navigate an emotionally stressful time. My clients see me as a teacher, advocate and partner. Having gone through a divorce myself and leaving a 10-year career with a bank to start my own financial planning practice, I understand the stress of being 100% responsible for your financial security.
That is why I invest extra time and work with my clients and their other professionals, such as their attorney and tax adviser, to create a plan that takes them from a place of fear and uncertainty to one of clarity and confidence.
Whether it is a proposed divorce settlement, settling an estate, navigating deferred compensation plans or exercising employer stock plans on their way to retirement, we create a forward-looking financial plan so my clients can see what the future may mean for them and their families.
Phone: 312-831-4378 | Website: myprivatevista.com
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