Broker Check

Retirement and Income Planning for You: A Busy, Affluent and Inspired Women Business Owner who is 5-7 years from Retirement and cares about making Smart Financial Decisions so that you can make Positive Ripple Effects for your Family and Community

We work together with the goal of a confident and comfortable transition into and through your retirement,

while mindfully balancing other dreams and goals, so that you can enjoy retired life with less worry and more fun.

Financial Road Map Link to Discovery

Putting it all Together - Create your Financial Road Map

Creating a picture of your overall financial picture is a great step to determine where you are now, envisioning where you'd like to be and evaluating the gaps between the two to gain a clear road map of action steps and a benchmark to measure progress over time.  

Use this Link or QR Code to get started!
Your Financial Quiz

Want to know if your portfolio fits your comfort level with risk?

Take this short quiz to find out more!

Your Financial Quiz

We are excited to share the accolades awarded to our office. We care about doing meaningful work for you and providing excellent service. Thank you.

Best Financial Advisors in Eugene is an award issued by Expertise.com. Expertise.com identifies potential providers, validates the business qualifications, analyzes professional databases then screens the finalists based on a provider's primary area of expertise, the variety of services they offer, and their years of experience. Nomination or receipt of this award is not a guarantee of future investment success. this recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more.
As you search our site, send us a note with any questions you may have and we'll get back to you quickly with a thoughtful answer or we can find a time to meet by phone, in-person or by video conference. 

Thank you!
Oops!

Securities offered through Cetera Advisors LLC, a registered broker dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. 

Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. 

Cetera is under separate ownership from any other named entity.