About Me

While my siblings displayed artistic talent from early ages, my thoughts turned to making sense of money: how to build a solid financial foundation, sustain, and grow it.

After spending more than a decade as an Investment Analyst and Portfolio Manager at leading investment firms in New York, London, and Paris, and earning my Chartered Financial Analyst (CFA) designation, my passion for writing and offering financial advice eventually won out.  

My goal is to share customized, actionable guidance that inspires and empowers professional Gen X women to own their financial futures. 

Fee-only Financial Planning

Hey Gen X women! Are you looking for help developing or fine-tuning your financial roadmap, hitting a milestone, or just want to learn how to take practical steps to make your money work harder for you? I look forward to helping you get there. My services include:

  • Budgeting
  • Cash flow planning
  • Education funding
  • Retirement funding
  • Tax planning

Financial Writing

Do you need help telling your story? I bring in-depth knowledge of financial markets and a global perspective to bear in crafting strategic content for select wealth management, fintech, and technology clients.

When I’m not providing financial advice or creating content, I keep busy traveling, doing art walks, tasting and writing about wine and food, and chasing after my three year old cat.

If you fail to plan, you are planning to fail. -Benjamin Franklin