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Your Financial Journey Begins Here

Dream. Plan. Take Action. Step Into Your Power.


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A woman is like a tea bag – you can't tell how strong she is until you put her in hot water.” Eleanor Roosevelt

You've worked hard to achieve success in your career, but "balance" is a word so many of us women crave.  Why can’t we have it all?  Why is it so difficult?  And what does that even look like?


It’s not the same for all women. Working long hours; whether at work or juggling home and career commitments; the day sometimes never seems to end. You’ve been career focused, a leader and a mentor to others, but nothing has really taught you how to keep all these spinning plates in the air while trying to navigate the life of a modern women with ease.

As women we have unique challenges, and as we are more and more becoming the equal or primary breadwinners in our homes, our challenges are growing.  And these are not necessarily solved by living with a partner in a committed relationship rather than marrying, or remaining single. We make less and save less than men, and often care for others ahead of ourselves and that needs to change.  Financial self-care is an act of self-love and allows us to better take care of those we are committed to.    

BIA provides individual situational financial guidance as well as comprehensive financial planning and advice to help you make grounded and intentional choices to make the most of what you've worked hard for. I specialize in working with professional women like you who are succeeding in the workplace, have may have stepped out to raise a family, and need a financial strategy that supports your success.

Planning for Women Professionals and Family CFO's

You can have financial security and good health, a positive mindset, and a strong family life. You don't have to choose between them.

Providing ongoing wealth management & comprehensive financial planning to help clients build, grow and protect wealth; with upfront planning, ongoing support and accountability



 30-minute  Q&A Call 


Let's find out what might make the most sense for your financial next step

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Our Process

Wealth is More Than Money

Typically wealth is measured in terms of money and physical possessions.  AND because finances and emotions are so closely linked, I believe that wealth also includes our emotional, spiritual, relational, and physical well-being. 

It's more then just numbers, but we need to know the numbers so that we have more choices and more financial freedom to create a life we love and be able to share it with a sense of excitement, energy and purpose.

Who we serve
Success-minded Professionals



Life can put a lot of demands on our time, money and wellbeing.  Our clients are often in a blossoming career, but are finding that they struggle to reduce financial stress and make the most of their wealth; or, are just too busy to put something else on their plate.  That’s where Being in Abundance comes in! 

Women in Transition


Navigating life's transitions with you; first time career, marriage, children, divorce, career change, entrepreneur, blended family, care giver for a parent, widowhood etc. As women we have unique challenges, not just around finances. Being in Abundance has the expertise to support you in overcoming obstacles and seeing them as opportunities for personal and professional growth.

Family Stewards

Our family's financial wellbeing is not only for today but has the possibilities to reach into tomorrows. With thoughtful financial guidance tailored to your unique goals and lifestyle, Being in Abundance helps clients create a cycle of generational wealth so you can leave a financial  legacy to future generations.

Thriving Retirees


Leveraging dynamic portfolio design, planning and withdrawal strategies that change with your life, goals, tax law and the market. Let's make retirement the beginning of the next best chapter not the end. Life has no guarantees but I strive to work with you to reach your  post working goals without sacrificing your long term outlook in retirement.

Who we Serve


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