Xennial Planning

Women making cents. Together.

Say good-bye to financial jargon and stuffy salespeople!

I help to ensure young, strong career-minded women have the tools, education, and resources to live, work, and retire successfully. And best of all, I am advice only, which means I do not manage assets, so there are no account minimums and I can work with you from anywhere! Check out my full suite of Services and download my Annual Service Calendar for a peak into what to expect from an ongoing financial planning relationship.