I am a fiduciary, fee-only financial planner - which means my clients come first. I partner with my clients to simplify the complexities of finance and help them reach their unique goals. I create transparent, tailored financial plans based on my client’s specific needs, including: retirement, investing, college planning, budget management, buying a home, divorce, inheritance and any other of life’s changes and stages.
As a child of a financial planner, I was always interested in helping others organize their finances and understand money. When I had my first child, like so many new parents, I realized the overwhelming need to make sure my family was financially prepared and protected. I got my CFP, joined the family firm, Frazier Financial Consultants, and started seeing clients to help them do the same. Developing relationships with my clients and using financial planning to help them reach their goals and enhance their lives is a true joy for me.
I have my MBA and am a member of multiple financial associations including The National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors. I am a regular financial contributor on Forbes.com, as well as an expert for other national platforms, podcasts and media.
I'm also an active advocate for financial literacy for kids and teens. As my practice grew, I realized how many adults are intimidated by finance and avoid managing their money. The intimidation and issues around finance with adults all stem from one thing – lack of education. No one is teaching finance to kids, so how are they supposed to understand it as an adult? Why are our kids not learning finance until they turn 18, and then are thrown into adulthood to make critical financial decisions?
What started with some basic financial lessons for my own children quickly grew into a passion for getting children started on the right track. In 2019 I published 'Beyond Piggy Banks and Lemonade Stands: How To Teach Young Kids About Finance', a step-by-step guide for parents of elementary school children.
My mission, through my practice, writing and partnerships is to provide simple and relatable advice, content, tools and resources so anyone can learn the basics of money management. I want you to feel protected and secure, have peace of mind and most importantly, discover and reach your real dreams.