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From major life changes to 401k options and relationship dynamics--I'm here for it all. Together let's be healthier and make our money work smarter. Ways I help: - clarify priorities - simplify financial landscape - optimize passive growth - plan for life's inevitable setbacks - align your actions with personal goals - take action and make adjustments This is not a transaction but a relationship with empathy, care and a little humor. We'll get you on track and feeling good about your game plan. As a millennial woman and professional I know there are so many factors that impact our decisions. self worth, aging family, marriage dynamics, physical health, career and income changes, the ever changing economy It’s a lot, but doable.
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