Luke AFB Military Trusted Businesses

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Having served as a Personal Financial Counselor for Service Members and families for 5 years, and being a Certified Financial Planner for over 10 years, I understand your unique concerns, stressors, and benefits; Blended Retirement/legacy pension system, Thrift Savings Plan, Fed-tech etc.   I provide financial planning and investment education to help you build, grow, and protect wealth so that you can have peace of mind and confidence making sound financial decisions and meeting your life goals.  To further that goal I write for The Street: Retirement Daily, have been featured in Forbes, CNBC, Marketwatch, Yahoo Finance etc. and volunteer at at Fresh Start Women’s Foundation.

As a fee-only planner and fiduciary, there are no commissions and my duty is always to put your best interest above my own.  View my profile at

Unfortunately, sometimes divorce happens and I can help you and your spouse create a settlement plan that will help you both walk away in a better financial state than simply working with an attorney a non-financial mediator, or doing it yourself through my sister company Being Mindful in Divorce.

  • $597 – 10-point Financial Wellness Checkup
  • $597 – 2 hour 2022 Next Steps strategy session

Call or schedule a complimentary 20 minute no-obligation Q&A call online using this link


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