Holistic Financial Planner
As founder of my holistic financial planning firm, my mission is to help my clients retire securely and stay retired comfortably. I believe time is our most precious resource, and our wealth should enable us to make the most of our time. I work with successful women and couples who are seeking concrete, creative strategies to fuel an extraordinary, fulfilled life. I am passionate about helping them make informed financial decisions and create long-term financial security. I specialize in retirement planning, risk management, portfolio management, socially-responsible investing, tax minimization, college planning, inheritances, legacy planning and comprehensive wealth management and preservation. I believe in the continual pursuit of excellence, as can be seen by my long list of credentials.
Bachelor of Science, Ministry and Leadership, Dallas Christian College
I have been married to Bob since 1987. We have three grown children, Jordan, Clay and Zach, and a grand-dog, Bogi. I enjoy running and have completed 47 marathons and 17 ultra-marathons ranging from 50k to 100 miles. I also love to study and read. In addition to the Bible, my current stack of books in progress includes:
If you have a great book suggestion, please send me an email or message!
Contact me at firstname.lastname@example.org or call me at 817-849-1375 to schedule a time to discuss your personal financial situation and how I can guide you on your best financial path with confidence, clarity and simplicity.