About My Practice
I created LifeStream Financial Planning to help people who believe true wealth comes from building life skills, dreaming higher, and using their money to create a satisfying life. I relate to clients who have big aspirations, and I take pride in using my expertise to help our clients live fulfilling lives.
Our focus is on financial enabling, not just financial planning. By helping clients build a strong financial foundation, we give them permission to live their best lives now.
We take the time to understand your values, goals, needs and wants, so we can create a flexible, personalized financial plan for you, and offer unbiased recommendations that will enable you to achieve your goals faster. We take the worry out of managing your financial life, because we serve as the hub of your professional team, working behind the scenes to execute our agreed upon strategies and ensure you stay on track.
Over time, your needs, values and priorities change. We aim to build a long-term relationship with you by making the planning process efficient, effective, and enjoyable. The more we get to know you, the better we can help you manage change and create the foundation that will enable you to live the life you want to live.
Experience
Before creating LifeStream Financial Planning, I worked as a financial executive and financial strategist for major corporations in Seattle, Washington and Silicon Valley, California. I enjoyed crafting solutions for each unique financial challenge and helping people reach their financial goals.
I am a Certified Financial Planner® licensee (CFP®), a Big 4 Certified Public Accountant (CPA), and a State Registered Investment Advisor (RIA). The American Institute of Certified Public Accountants recognizes me as one of just 3,200 Personal Financial Specialists (PFS) in the country and I became an Accredited Investment Fidiciary in 2010. Both credentials assure you that my firm will uphold the highest fiduciary standard and act in your best interests always.
Registrations, Licenses, Certifications & Affiliations
Insurance Licenses
Life insurance: CA, Health/disability insurance: CA, Fixed annuities: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Other - CMA, AIF
Considerations: Visit www.LifeStreamFinancial.com to request a complimentary, one-hour Discovery Meeting, so we can learn more about your needs explore together whether LifeStream is the right fit for you.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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