
Welcome
Each client deserves an inspiring strategy for your Real Financial Life.

Each client deserves an inspiring strategy for your Real Financial Life.
Fee-only financial advisor (CFP®, MBA, RLP®) specializing in families where women carry the primary financial responsibility. I work with both partners to
1. Make tax-smart decisions,
2. Build retirement confidence for long lives and leadership careers, and
3. Balance college funding with long-term independence.
My approach is fiduciary, family-centered, and designed for real roles—paid and unpaid.

Explore what matters most with clear, actionable insights right away.
Design Your Plan Collaboratively
Put Your Plan in Motion and Keep it Current

How would it feel to greet whatever comes during your life and for your legacy - knowing your financial house in order.
Enjoy making smart financial decisions for each moment of your Client Journey with an integrated Financial Life Strategy®.

Knowing the life you want to live increases the probability of you living it.

Allocate your time, your treasure, and your talent with purpose.

Align your financial choices with what is most important to you.





Financial Planning and Investment Advice offered through The Art of Your $trategy LLC, a New York State Registered Investment Advisor, d/b/a Financial Spyglass® Copyright © 2005 - 2026 Financial Spyglass® - All Rights Reserved.