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.

Financial Planning Disciplines

Where's Your Money Going?
Where's Your Money Going?
Almost everyone knows what they make but where is it going each month? It’s difficult to prioritize spending when you do not know where your money is going in the first place. Knowing is the first step to financial freedom!
Protecting What You Have
Protecting What You Have
Insurance is one of those necessary evils that we must have and hope to never use. But if you have it, make sure the things you value are covered cost-effectively and to the extent you need, just in case.
Providing For Loved Ones When You're Gone
Providing For Loved Ones When You're Gone
The death of a loved one is a time of extreme emotional upheaval yet serious financial decisions may need to be made. Help your loved ones by putting your affairs in order with proper estate planning documents and instructions.
Retirement Your Way
Retirement Your Way
It’s not your grandma’s retirement anymore. Whether it’s about finding purpose, starting a new endeavor, connecting with family and community, or adventuring, having the financial freedom is what matters.
<b>Tying It All Together to Achieve Financial Freedom</b>
Tying It All Together to Achieve Financial Freedom
Financial planning isn’t a one-size-fits-all product you can pull out of a box. It’s a process that is specific to who you are: your goals, your dreams, your questions, your concerns, that which brings YOU peace of mind.
Getting Out From Under Debt
Getting Out From Under Debt
There’s acceptable debt and bad debt. Which is which? And what’s the most effective ways to eliminate debt?
Growing Your Assets
Growing Your Assets
Stocks? Bonds? Traditional IRA or Roth IRA? Let me take the mystery out of investing and help you focus on using your money as a tool to reach financial freedom.
Keeping More of What You Earn
Keeping More of What You Earn
Yes, we are supposed to pay taxes but there’s no obligation to pay more than you should and certainly no reason to make interest-free loans to the government each payday.
Starting a Small Business?
Starting a Small Business?
Starting a business is no small feat. And the advantages of owning a successful small business are huge. Planning at the beginning can be the difference in whether your new endeavor takes off and grows or sinks.

Start typing and press Enter to search

Contact Us Today for help with your financial needs at (512) 291-3546 or fill out the form below!