About
My dad died suddenly when I was 19 years old. This had a profound effect on me as I saw my 47 year old mother take over the family business. Even though it didn't surface until a number of years later, helping people become financially empowered became my calling. I feel it is my obligation to help others put their finances in place so they can live they way they want today, as well as enjoy a secure financial life.
I am the co-founder and managing partner of Financial Planning Solutions, LLC, an independent fee only financial planning and Registered Investment Advisory firm. I work as a CERTIFIED FINANCIAL PLANNER™ practitioner with 30 years’ experience helping people make more intelligent decisions pertaining to their money. I specialize in working with women in transition. Whether you recently lost a spouse, are going through a divorce (or are recently divorced), or even contemplating a career change, I can help you work through the multitude of issues one can face and then help you achieve what is important to you. I also help families pay for college in the most efficient way.
Firm Information
Financial Planning Solutions, LLC is a fee-only financial planning and investment advisory firm located in Newton, Massachusetts. The firm specializes in creating financial wellness for recently widowed or divorced women and empowering those seeking a more secure financial life. FPS also helps those balancing retirement and paying for college.