Ready to set yourself up for long-term success & financial freedom?

Does this sound like you….

  • You are currently making a consistent $3K, $5K, or $10K plus in your business?
  • You KNOW you are in your business for the long haul and you are ready to set yourself up for long-term success?
  • You are ready to learn how to manage finances so that you can have long-term savings, investments, and/or retirement?

Then, you are in the right place!

My name is Karen and my passion is helping entrepreneurs, like you, manage their finances so that they can set themselves up for long-term success.

Whether you are wanting to start saving or add to your existing investments, I can help you!


Together we will …

  • Look at and access your finances (your current finances and short term and long term financial goals).
  • Create a financial GPS (plan) to meet both your short term and long term financial goals.
  • Explore products (insurance policies, places to invest your money, savings funds) that will set you up for the long-term success and freedom that you desire!

And we will focus on the 6 pillars of financial freedom:

Cash Flow

Earn additional income. Manage expenses.

Emergency Fund

Save 3 – 6 Months Income. Prepare for unexpected expenses.

Debt Management

Consolidate Debt. Strive to eliminate debt.

Proper Protection

Protect against loss of income. Protect family assets.

Build Wealth

Strive to outpace inflation & reduce taxes. Professional money management.

Preserve Wealth

Reduce taxation. Build a family legacy.

Ready to set yourself up for long-term success & financial freedom?

Family A

Many in Middle America

  • Earn $100,000 or less
  • Have a job and a 401(k) Plan
  • Own term life insurance
  • Rent a home
  • Put money in the bank
  • Have credit card debt
  • Have minimal tax advantages
  • Have no advisor and/or plan
  • Majority of the population

Family B

Many in Wealthy America

  • Earn $250,000 or more
  • Are business owners
  • Own permanent life insurance
  • Own a home
  • Have a diversified portfolio
  • Are debt free
  • Have maximized tax advantages
  • Have a financial professional
  • Small percentage of the population

I was raised in Family B. My father opened Merrill Lynch in Tokyo, Japan. Money was not a concern. I became a single mom in my early twenties and discovered very fast what it’s like to be a Family A and struggle to feed my daughter. With my MBA I learned a lot more about finance and want to spread that education.


Make Sure Your Family's Financial Future is on Solid Ground

A Solid Foundation is Essential to Standing the Test of Time. True of any Financial Strategy.

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