Broker Check
A Dave Ramsey SmartVestor Pro for Oregon & SW Washington Guided Wealth Advising with Guided Wealth Portfolios (GWP) Retirement Planning Professionals Women in Transition

Welcome!

Click here to pursue Financial Freedom.

Learn More
 
What we do

What we do.

Learn More
Who we serve

Who we serve.

Learn More
Why we do it

Why we do it.

Learn More

CExP

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Learn more

Helpful Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

 

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Surprises

Making the most of surprises is a great reason to work with us.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow