About The FI Woman

A Personal Touch

My lived-experiences help me engage and relate with clients better. A layoff experience from my very first "real" job left a deep impression on the importance of financial planning. It motivated me to elevate my financial knowledge and after 20 years of planning and being intentional, I achieved financial independence and retired early at age 44,

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The FI Woman Launch

I launched The FI Woman in 2015 as a Registered Investment Advisory firm with the initial mission to teach women to invest in the stock market. Since then, my mission has evolved to partnering with women to provide them with more holistic financial planning and coaching that elevates their financial knowledge and confidence, making financial freedom and security achievable.

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How the FI Woman Helps

The FI Woman uses a tailored financial planning and coaching approach that results in realistic solutions and recommendations that fit you and your financial situation. My signature offering, the Personalized Financial Roadmap, is based on years of experience, expertise, and proven success. I work collaboratively with clients to develop actionable steps, measurable milestones, and a clear path to achieving their financial goals and priorities. 

 

Expertise You Can Expect
I am a Certified Personal Finance Counselor, and former Investment Advisor Representative and Financial Advisor. I draw on professional experience, formal education, and 20+ years of personal finance lived-experiences to provide you with a professional yet relatable coaching experience. I am transparent with the services I can provide and point you in the right direction for additional services or guidance if your situation calls for it.

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A Trusted Partner

The FI Woman LLC is an independent, fee-based financial coaching business that doesn't earn commission from recommending or promoting affiliated products. I pride myself on running a transparent business and being a partner clients can trust.