About You Today
and your goals tomorrow.
Every woman should be financially aware, self-sufficient and secure. Life is complicated enough as we wear many hats including daughter, professional, partner, mother and household CEO. The financial systems in which we work, save and spend have been constructed in an overly complicated way and as a result, it does not support the way women process information and make decisions.
Women have to make smart financial decisions right from the start. We have less time for mistakes, impulsive behavior and indecision. My mission at Majestic Oak Financial is to use education and financial planning to help women find security, confidence and balance in their day-to-day financial lives while creating financial self-sufficiency and independence for the future. We can understand, function and thrive in the financial world.
I help women through fee-only independent financial planning. By listening and asking questions, I provide personalized, objective, and comprehensive financial planning and investment management services.