Dream Big, Plan Big.
Live Life on Purpose
Hello, I'm Wendy and I believe that true financial planning goes beyond numbers—it's about aligning your money with your values. I specialize in working with business owners, women in transition (widows, divorcees, end-of-life planning), and families, guiding them to create clarity and peace of mind in their financial world.
My approach blends expertise with a personal touch, ensuring that your financial goals evolve into achievable milestones. Whether you're a business owner aiming for strategic financial growth or a woman navigating life transitions, I am passionate about crafting personalized strategies that align seamlessly with your unique values and aspirations.
Let's embark on this journey together, transforming your financial vision into a reality that reflects not just your numbers but your deepest values and dreams
Women
We guide women through some of the most difficult times in their life. Widowhood, Divorce, and End of Life planning are some of our areas of expertise. We also work with women in the law enforcement field.
Small Business Owners
You have worked hard for your success. Your retirement plan should be working as hard for you.
Families
Families have ever changing needs. Whether you are worried about retiring or sending your kids to college, our experience can help you through it.