“In this world nothing can be said to be certain, except death and taxes.” – Benjamin FranklinI love two areas of life that many people don’t – planning for end-of-life and strategic tax planning. As a financial planner, I get to help folks address both. Since 2017 I’ve helped clients navigate these challenging topics, both as a diligent paraplanner and directly as a financial planner. I became an Enrolled Agent in 2023 and became a CERTIFIED FINANCIAL PLANNER® professional in 2024, equipping me with the expertise to address a wide range of financial concerns. My work helps clients reach financial independence, plan for sabbaticals, work part-time, live with financial intention, and accomplish their bucket lists. I prepare tax returns and financial plans that help clients understand their personalized path to “enough.” As a hospice volunteer, I’ve seen how the twilight of someone’s life can be both joyful and deeply painful. Staying close to our shared mortality is a practice that keeps me grounded and moved by the beauty of human connection. My dream is to provide financial care to folks at the end of their lives and the communities that love them. I am building a practice dedicated to families facing terminal diagnoses. If you’d like to learn more about these specialized services, please reach out.