About Us

Long-term Partnership

At our firm, we have the client—and only the client—in mind.

We enjoy working with all types of clients, but we are especially sensitive to the needs of women in transition, including divorce or the loss of a loved one.  We work with women who want a sounding board and second opinion as they begin their journey for independence. They choose to work with us because we listen to and relieve their concerns about money while helping them to set a course for their own financial success.

We understand the challenges families face today.  From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Regardless of your specific situation, Planning Partners is here to nurture and grow with you through your entire financial life and that of your family through our multi-generational focus.