Having worked for years in various customer-focused roles, I decided to join my husband, Matt, at Purposeful Lifestyle Planning to offer our clients excellent service and support. My role involves ensuring that every client feels heard, valued, and supported throughout their financial planning journey.
I am dedicated to building strong relationships and providing the assistance needed to make the financial planning process as smooth and stress-free as possible. Together, Matt and I strive to create an environment where our clients can confidently pursue their retirement dreams.
We’d love to hear from you! Whether you have questions about our services or are ready to start planning your financial future, we’re here to help.