Monica is a CFP® professional with a passion for helping individuals and families navigate life’s toughest financial transitions. Whether you're facing widowhood, divorce, a career change, or planning for the long-term care of a loved one, her goal is to provide you with holistic financial guidance.

With a background in mental health and years of experience in the financial industry, she brings a unique perspective to financial planning. She understands that life’s big moments—both expected and unexpected—can stir deep emotions, which is why she takes a compassionate approach to financial advising. She works to create tailored financial strategies that give you peace of mind and help you feel confident and secure as you move towards your goals.

Her specialization includes working with professionals in transition, those navigating loss, illness, or caring for loved ones with special needs. She also helps small business owners, and 1099 employees create financial plans that address their specific challenges. Growing up in a family of business owners and having run her own successful business, Monica understands the importance of balancing both personal and professional financial goals.

Monica got into financial planning to make a real difference in people’s lives. Her approach centers around building trust and creating long-lasting relationships that prioritize your unique goals. Money isn’t just about numbers; it’s about freedom, security, and peace of mind—something She is committed to helping you achieve.

When you work with Monica, you’re not just getting financial advice; you’re gaining a partner who understands both the practical and emotional sides of financial decision-making.

Whether you're navigating a challenging life transition or looking to grow your business, Monica is committed to providing the guidance and support you need to create a financial plan that works for you. Let’s navigate your financial future together—one thoughtful step at a time.