11 Years In Business!

The years keep flying by, as this week marks my 11th anniversary in business! I owe endless thank yous to my incredible friends, clients, and network of financial and legal professionals for trusting me and continuing to support my work. Over the past year, I had the opportunity to finalize plans with 300 clients, and to begin the estate planning journey with many more.

My practice at this time is comprised entirely of past clients and referrals from personal and professional connections. While I would love to serve everyone, I appreciate the understanding of those I cannot take on as I strive to balance life as both a business owner and a mom and taxi driver to three busy kiddos. I feel very lucky and grateful to have so many supportive connections to keep my business hopping!

As I head into year 12, I look forward to continuing to serve our community in providing straightforward, affordable estate planning assistance while making the process as pain free (and maybe even enjoyable!) as possible.