Enrolled Agent and CERTIFIED FINANCIAL PLANNER™ Professional
I started Planning Within Reach to provide practical financial and tax advice to families with young children and those transitioning into retirement.
I am a CERTIFIED FINANCIAL PLANNER™ Professional. I earned my Master’s Degree in Financial and Tax Planning at San Diego State University and my Bachelor’s Degree in Economics at Villanova University. I earned my Enrolled Agent in 2013. I have more than 11 years’ experience in the financial services industry, including service as a planner and advisor at a premier wealth management and investment firm in San Diego.
In 2005, I read about airline companies that were filing for bankruptcy and defaulting on their employee pension plans. Overnight, employees saw their expected retirement income disappear or be greatly reduced. I felt a sense of panic that I, myself, did not have a retirement strategy in place. I had my employer’s 401k plan, among other benefits, that I did not completely understand. Despite graduating with an Economics degree from a great school, I was never taught how to invest my 401k money, or how much I should actually be saving every year towards retirement. That led me to read everything possible about personal finance I could get my hands on, and eventually, to transition into financial planning as a profession.
That same feeling of uncertainty came back in 2011 when I became a new parent. While I thought we were on track financially up to that point, I promptly saw our cash flow surplus disappear with the expenses associated with a newborn child. Now, after seeing myself and countless clients through the same transition, I have developed a strategy to get through this “crunch time” and stay on track for the future.
My process begins with a simple and free phone consultation. I don’t judge. I understand that sharing personal finances is personal. I treat all my clients with discretion, confidentiality, and trust. My passion is guiding people towards smart decisions and a life free from financial anxiety.
I have volunteered with Operation Homefront, Navy-Marine Corps Relief Society, and the Wounded Warriors and enjoy gardening, dancing ballet, and hiking with my family.
I hope to work with you.
Schedule a FREE Initial Call with me
Email Me: firstname.lastname@example.org
Call Me: (619) 567-9306 x1
Physical Location: Memphis, TN