I love what I do

my personal vision statement

I place the highest value in trust and sincerity.

My three "C's" of business conduct are:

Compassion
Clarity
Competence

My belief: to speak from one's heart is
the way to endure loss and is the basis of trust.

I, too, was suddenly thrust into life transitions:
I have endured loss, losing my parents,
orphaned during my freshman year in college.

Whether your own loss is via death, divorce or
other form of life transition, I am here to provide
personal financial planning and implementation
customized to your transition needs.

Nancy