About Us
The 5-Step Process
Nurses get things done. With extensive experience in critical care nursing,
Amy founds her financial practice on the same process that saves lives in the medical field: Assessment, Diagnosis, Planning, Implementation, Evaluation.
As a former healthcare provider, Amy prioritizes trust, transparency, and collaboration in client relationships.
Your financial situation is unique and deeply personal.
If you're ready to have your money work smarter, not harder and ignite your retirement planning journey; if you're ready to grow your wealth based on sound assessment and financial education - you've chosen the right partnership.
Client Reviews
Transparency
Fiduciary Approach
Trusted Guide
"I came to Amy because I wasn't getting answers from my current financial advisor and the amount of information that was given to me blew my mind. Amy helped me in ways I can't even describe, she gave me confidence in understanding my financial situation and equipped me with tools for my financial improvement. I am forever grateful for all of her help." -Shemech P.
Trusted Guide
Fiduciary Approach
Trusted Guide
"As a young woman joining the adult world, Amy has guided me...She thoroughly explained to me howI can meet my financial goals and personal goals by taking it step by step. I've never been good with finances, but Amy broke down my data and formatted it to help me budget and set up my future for success. Amy has been a mentor for me not only for my finances, but for my career... I have learned so much from her nursing mindset. Amy's coaching has significantly influenced my life as a new nurse. I've seen great growth financially and within my career with Amy's guidance!" -Nicole
Fiduciary Approach
Fiduciary Approach
Fiduciary Approach
"Amy is a true gem! Very genuine person. She actually listens to you. She is very compassionate and wants the best for everyone no matter what the circumstances are." -Anne J.
Ready to Build
Build on Strong Foundations
Fiduciary Approach
"Loved spending time talking with Amy about finances and discussing next steps." - M. A.
Build on Strong Foundations
Build on Strong Foundations
Build on Strong Foundations
"Amy is very professional & helps set the foundation to manage your finances short & long term!" - Dawn
Service in Critical Moments
Build on Strong Foundations
Build on Strong Foundations
"Amy is passionate about helping others and I would trust her with my life. The last couple years, I faced the challenge of fully paying for my wedding, on-going medical bills from a life-threatening illness, and investing in our first home… and in this economy?? Good luck. Amy guided me on how to organize my finances so I would be set up for success. I learned how to save and invest more effectively and efficiently. Today, I can confidently say that I’m in a way better financial position thanks in part to Amy’s guidance." S.B.