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I am a wife and a mom to a beautiful, fun and care free little girl. I wanted to have a career focused on the same family values I was raised with. My passion is to bring awareness to women and their families of the importance of planning for their future.
My Firm has a very different philosophy to estate planning and it is reflected on how I approach the needs of my clients.
My Firm considers moms, their children, their family, as well as assets as all being part of a Legacy; it is more than just money.
You will be provided with the necessary documents to build the foundation of your Legacy Plan - Last Will and Testament, Financial Power of Attorney, Medical Power of Attorney for you and your children and Living Will. However, this is just the foundation that together we will build upon.
Passing on your overall “Family Wealth”
I believe your financial wealth is only a small portion of your overall “Family Wealth”. Your over all “Family Wealth” is made up of your far more valuable, Intellectual, Spiritual and Human assets – who you are and what is important to you. Together we can memorialize these attributes so your children will be taught your life lessons well after you have passed via “Priceless Conversations”.
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