Empowering families. Engaging the household. Supporting the full picture.

Hi, I’m Jessica.

I’m a CERTIFIED FINANCIAL PLANNER®, former CPA, and mom of three—so I know what it’s like to be the go-to person for everyone in your life.


As a fellow member of the sandwich generation, I help busy professionals take control of their finances—so they can care for their kids, support aging parents, and still prioritize their own goals. My personal journey of balancing family, career, and our financial future fuels my mission to empower others to create clarity, confidence, and peace of mind around money.

  • Clarity & Confidence

    Clarity & Confidence

  • Education & Guidance

  • Build Connection & Community

Feeling pulled in every direction?
You’re not alone. You don’t have to figure it all out by yourself.

Juggling kids, parents, and your own future?

Unsure if you’re saving enough, or for the right things?

Struggling to make confident financial decisions?

Carrying the mental load for your whole household?

Wondering when it’s time to put your goals first?

Peace of mind starts here.

Empowered financial planning for real women with real lives.

Schedule an introductory call with me to discuss your financial future.

Top 5 Money Mistakes Families Make

and more importantly how to avoid them