As a CERTIFIED FINANCIAL PLANNER™ practitioner, having an in-depth understanding of her clients’ needs and goals is fundamental to the way Pamela works with her clients. She believes in the financial planning process. This is the process of identifying goals, gathering and reviewing financial data, and designing and implementing a plan to help clients build, manage and preserve their wealth.  Not everyone needs to have a written comprehensive plan, however, everyone can benefit from the financial planning process.

Whether you need comprehensive advice or advice focused on meeting a single important challenge, Pamela will walk you through the financial planning process so that you will feel confident in your decisions.

Her process consists of identifying your goals, gathering and reviewing your financial data, and designing and implementing a plan to help you build, manage and preserve your wealth.

Financial planning and investment management services are offered on a fee-only basis, for which she is compensated by billing hourly, project or fixed fee, or as a percentage of assets under management. Pamela is also licensed to provide risk management advice and insurance products for which she can receive commissions. In all cases, Pamela assumes the role of the client’s fiduciary, in that she always place the interests of the client above her own.

Pamela’s goal is to empower, educate and engage people, especially women around their money/financial issues as they go through life transitions such as divorce, widowhood, and retirement.

Women have unique financial planning and investment needs and are underserved by most professional advisors. Pamela believes education is key to women achieving their long term financial goals. She aims to empower, educate and engage her clients around their money.

Women are at greater risk than men to be ill-prepared for retirement.  In general, women live longer, their careers are often interrupted to care for family concerns, and they tend to be more conservative about investing.

Pamela offers women a unique insight into the particular issues that concern them. For some, she acts as an educator-for others, a coach or mentor. For all of her clients, Pamela is a trusted partner that empowers them to take control of their wealth management.

Pamela offers women customized comprehensive wealth management solutions

Pamela listens to women who are motivated investors and do not ignore their clear preferences for how they would like to invest

She respects women investors whose goals are to preserve wealth, to be educated about financial decisions, and want to make a difference in their communities through charitable giving

Pamela understands that women have many other priorities in their lives besides investing by themselves and feels privileged to serve them as their independent investment advisor

Pamela believes it is critical that you work with a financial planner that not only listens well and asks the right questions but one that you believe will meet and (hopefully exceed) your expectations.  It is also important that the financial planner take a holistic approach to your financial picture and puts your needs first.  Pamela’s process is designed to provide the highest level of service to her clients.

Are you ready to get started? If so, book a Financial Planning Discovery Session.