ABOUT US
WELCOME TO BIG GIRLS’ MONEY
Working Together • Retirement Simplified
The mission of Big Girls’ Money is to help individuals and families plan for a secure and comfortable financial life. We seek to help clients set goals, plan for and fund those goals, and adjust to life’s transitions. This is accomplished by strategic planning, timely implementation, and a deep level of understanding of the various retirement benefits people are eligible to receive. We tailor our services to each client and seek to build deep, meaningful, long-term relationships that last for generations.
OUR SERVICES
COMPLETE FINANCIAL STRATEGIES FOR SUCCESS
LEGACY PLANNING CONCEPTS
RETIREMENT STRATEGIES
SOCIAL SECURITY EXPLORATION
For most people, exploring retirement income options starts with your Social Security benefits...
MEDICARE SUPPLEMENT INSURANCE
Helping people make an educated and empowered decision about their Medicare health plan options is what we do...
WHY BIG GIRLS' MONEY?
EXPERIENCED, INDEPENDENT, OBJECTIVE FINANCIAL GUIDANCE
What sets Big Girls’ Money apart is our objectivity as an independent financial professional, our experience, and our commitment to put the interests of our clients first.
A Comprehensive, Customized Approach
We offer guidance that’s agile, creative, and uniquely tailored to your financial goals. BGM clients are our number one priority and we go the extra mile to make sure you’re completely satisfied with my services. Do you have a specific dilemma that requires professional attention? Our services are designed to tackle even the most specialized concerns.
Women, Money, & Power
You're not alone. If you're like many of today's emerging financially empowered women, you can relate to similar situations and concerns of so many women. We've progressed in education, social strides, and higher income earning potential. However, financial insecurity still is unresolved, and challenges persist. Have you considered and prepared for the possibilities? We’re here to help.
Responsive
Because you shouldn't have to wait for answers, we respond promptly to your needs, in your preferred method of communication. Whether it's in person, by phone, or by electronic means.
Collaboration with Other Professionals
We are a team player and can help coordinate your financial matters with other professionals including attorneys and accountants.