My Experience

Before founding New Path Planning, I spent over a decade as the director of financial planning for boutique wealth management firms, creating strategic financial plans for clients navigating life's complexities. But my understanding of women's financial transitions goes beyond professional experience. I've lived through divorce, raised children, embraced the empty nest years, and now I'm approaching retirement myself—experiencing firsthand the questions and decisions my clients face.

 

These are deeply personal turning points that require both expertise and empathy. This combination of professional knowledge and lived experience shapes how I work with every client.

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What Sets New Path Planning Apart

I hold both the CFP® and CDFA® designations, giving me specialized knowledge in comprehensive planning and divorce financial analysis. I've also focused extensively on tax planning strategies—because keeping more of your money through smart tax decisions is just as important as growing it.

 

In addition to building financial plans; I have experience analyzing complex financial statements to catch red flags and irregularities that others might overlook, which is crucial when navigating divorce or managing inherited wealth. Plus, I keep my overhead low so I can offer high-quality guidance at fees well below what traditional firms charge, making expert advice accessible when you need it most.