I work with a team of wealth management professsionals at Kooman & Associates, LLC, an Independent Company, to help successful people prepare for their future. My most important role is helping independent women feel empowered by their financial choices. When unexpected life events occur, such as losing a spouse through death or divorce, the emotional challenges are immense and financial concerns can seem overwhelming. I help clients stay grounded,as we work together to navigate these difficult situations. My goal is to help each client take control of their financial life with confidence, so they can experience the liberation that comes with having a clear path and plan for their future.Over many years of helping clients towards a fulfilling retirement, we have developed The Transformative Wealth Program, a process to comprehensively evaluate the scope of financial needs; to outline recommendations for moving forward; then consistently monitor and adjust plan as needed. We serve our clients with a wealth of knowledge and experience. I also work with institutional clients, assisting foundations and other tax-exempt organizations to better manage their resources; guiding volunteer board members to fulfill their fiduciary obligations while meeting the special needs of their organization.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.