Learn how to address the complexities of your estate planning goals with ease, great communication, and even have fun in the process.
Learn about a positive, supportive, and sound approach to communicating and effectively navigating the emotional, qualitative side of wealth.
Dynamic and inspiring presentations that connect participants to what matters most with regards to their families, their money, and their estate planning.
is the director of Blended-Families.com, LLC
with a mission to improve the lives of couples with stepfamilies, with resources and a team of trained coaches to address the real life concerns of blended families.
She is also the Managing Partner of Wealth Legacy Group, where she facilitates the Rich Life Portfolio, as well as groups for women of wealth and affluent couples in blended families.
She also consults with advisors on effectively working with their clients on the qualitative side of planning.