Financial Spyglass®
Financial Spyglass®
  • Welcome!
  • You Deserve...
  • REAL Financial Planning
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    • Welcome!
    • You Deserve...
    • REAL Financial Planning
    • Next Steps
  • Welcome!
  • You Deserve...
  • REAL Financial Planning
  • Next Steps

Welcome

WelcomeWelcomeWelcome

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

The kid in each of us is ready for life, at every age!

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.

Welcome to Your Planning Experience



Explore what matters most with clear, actionable insights right away. 



Design Your Plan Collaboratively



Put Your Plan in Motion and Keep it Current


Life will happen.


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®.

Engaging

Engaging

Ready?!

 

SCHEDULE A 10 MINUTE CALL


Experience. Your 5 year plan(s). Step by Step!

Fact:

Clarity:

Choice:

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

Choice:

Clarity:

Choice:

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

Clarity:

Clarity:

Clarity:

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

Partner for a Higher Standard

Registered Life Planner®

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.

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