I am a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®). I guide clients through a process that empowers them to invest with intention, so they can make the most of what they have and find a greater sense of freedom around time, money and work.
My clients are growth-minded creative thinkers who want to make thoughtful choices with their resources. I am also a Chartered Special Needs Consultant™ and sister to a person with special needs; advising families who have loved ones with physical and mental disabilities is close to my heart.
Over the past decade, I've worked with leading advisors and academics to design a step-by-step approach to making the most of our money and time. I love entertaining what's possible when we align our resources with the people, places and projects we care about deeply.
Wealth Advisor, Certified Financial Planner™
Early in life we form beliefs and attitudes about money through value-laden messages passed down to us by our experiences with family members and society. These experiences influence how we think and feel about money today—and how we handle finances. In this guided session, Anne will encourage you to consider your own financial "DNA" in order to navigate finances with greater confidence as adults.
When a life transition occurs (retirement, divorce, job change, loss of loved one, big "break" in career) there is often a financial transition that follows (new lifestyle "normal", receipt of windfall, settlement or inheritance) which can lead to heightened stress and poor decision-making. This interactive session will include tools and guidance for navigating changes in life and finances.
In our society, we tend to equate financial satisfaction with having a lot of money. In actuality, two individuals can have identical financial situations, and yet the degree of satisfaction they feel can be at polar opposites. In this interactive session we use theory and practical tools and techniques to amplify money satisfaction in our lives.