My passion is to support career-driven women in their journey to becoming self-reliant and financially independent so they have the freedom to build their ideal life. I do this through education, creating actionable strategies, and taking the burden of financial management off their plate.
My 20+ years in the industry gives me the knowledge and experience to wholistically assess clients’ financial needs and goals, create clear steps towards achieving them, and fully re-evaluating their plan each year.
Here at Integrity Wealth Management, we achieve this with the following topics:
- Goal Tracking – We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year.
- Asset Allocation – Incorporating the criteria established in the goal tracking meeting, we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months.
- Benefits & Protection Planning – We revisit cash flow and complete a full review of estate planning strategies, beneficiary designations and employee benefits, including annual insurance reviews.
- Tax Planning – We review your tax return, evaluate your investments to provide tax-wise recommendations, and coordinate with your accountant when necessary to help you make informed decisions about your investments during the next tax season.
On a more personal level, I have two young boys who are very active in sports (basketball and baseball are their favorites right now). I am engaged to be married to a wonderful man named Wes. His line of work is in international logistics. I enjoy volunteering in my community through organizations such as the Junior League of St. Joseph and networking with other local business professionals through groups such as Cup of Joe. I also love watching football (Go Chiefs!), reading mystery novels (Mary Higgins Clark is a favorite), and hosting dinner parties.
If you would like to learn more about how I work with clients, please don’t hesitate to reach out. The initial consultation is always free.