Financial Guidance for Women Rebuilding After Life’s Transitions
You do not have to navigate major financial decisions alone. Whether you’re experiencing divorce, the loss of a partner, retirement, inheritance, or stepping into financial independence for the first time, my role is to help you move forward with clarity, confidence, and compassionate guidance.
You Do Not Have to Navigate This Alone
Too many women find themselves carrying financial responsibility during moments of major life change — often without having been fully included in financial conversations beforehand.
I created this focus within Ohana Wealth Management because women navigating transition deserve more than investment management alone. They deserve education, advocacy, thoughtful planning, and a trusted partner who will help them feel informed, supported, and confident every step of the way.
As a single mother and business owner myself, I understand firsthand the importance of financial clarity, independence, and having someone you trust beside you during uncertain seasons of life.
Who I Work With
• Navigating divorce or the loss of a partner
• Preparing for retirement on their own
• Managing inheritances or significant financial change
• Stepping into financial leadership within their families
• Rebuilding confidence after a major life transition
• Seeking greater clarity, organization, and control over their finances
Clarity Without Condescension
Complex financial strategies should never feel intimidating.
My approach is designed to help women feel informed, respected, and empowered in every financial conversation — without pressure, confusion, or feeling talked down to.
What You Can Expect
Advocacy at Every Stage
A trusted voice to help ensure you feel heard, informed, and supported in important decisions.
Education That Builds Confidence
Not just recommendations — understanding.
Thoughtful Financial Planning
Strategies designed to support your life, goals, and long-term financial well-being.
Long-Term Partnership
Because transitions are moments. Stewardship is ongoing.
A Personal Commitment to Advocacy
My commitment to supporting women extends beyond financial planning.
I am proud to serve with Soroptimist International of Capitola-by-the-Sea and Women’s Educational Success, organizations dedicated to expanding education and economic opportunity for women and girls.
I am also a contributing author to the bestselling book Shattering the Silence, helping raise awareness around domestic violence and supporting survivors through advocacy and storytelling.
These commitments are deeply personal and reflect my belief that education, advocacy, and access to trusted resources create lasting independence and generational impact.
