Your Next Step Is Your Most Important.

Take the Path to Financial Independence.

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What I Provide

  • Financial Planning Services
  • Taking Control of Your Future
  • Security Through Stability

Why is Next Step Financial your place to flourish?

As I worked through the process to name this new adventure, we brainstormed about why I was starting this business and what I hoped to accomplish. I explained that my passion is teaching women to be financially independent. To take the next step to that end. Women can be hesitant to step out and learn what they need to know about managing their financial life. It seems to be easier to just live life as it comes and not plan too far ahead. My goal for women is for them to take their money firmly in hand and decide for themselves where that money goes, to decide for themselves what they want their financial future to look like. I love Yogi Berra and he is credited with saying ‘If you don’t know where you’re going, you’ll end up somewhere else’. That’s true for all areas of our lives, but none so much as our financial lives.

If you are one of those women ready to take the Next Step, and flourish, please reach out to me. I’d love to have a cup of coffee with you and help you plan what that looks like.

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Financial News & Updates

  • Welcome

    Hey everyone and welcome to my new website. Next Step Financial, your place to flourish, is an exciting move for me and hopefully all of you. I’ve been a financial advisor for a long time and have worked with some great firms.… Read more »

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  • Family Matters

    When I can, I love spending time with my family. This has been a challenge this year, since they are spread out, and with the travel restrictions in place.  I have a son, daughter in law and granddaughter living in NJ. My… Read more »

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  • Where Does Your Money Go?

    Do you know where your money goes every moth? Many of us don’t, so let’s talk about Rachel. Rachel is a busy woman; she is an executive with a regional company, she has two teenagers at home and is single. Her children… Read more »

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  • You’ve lost a spouse, be it through death or divorce.Now what?

    When you are struggling with the emotions of losing a spouse, regardless of how it came about, it’s difficult to know what to do first. There are so many decisions being thrown at you and it’s overwhelming. Here is a list to… Read more »

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