As the founder and lifestyle financial planner at Purposeful Lifestyle Planning, I am passionate about helping individuals and families achieve their retirement dreams. With a background in financial planning that spans over 20 years, I started this business in the UK in 2020 and expanded to St. Petersburg, Florida, in 2023.
My approach is centered on understanding my clients' unique goals and creating personalized plans that align with their life aspirations. By combining financial expertise with a deep commitment to client relationships, I aim to provide guidance that not only secures their financial future but also enhances their overall well-being.
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.