Acknowledging matters of the heart.

Your Family's Financial Mentor.


“Patricia has been helping people achieve their financial goals since 1994. She specializes in seniors transitioning and helping families with elderly loved ones.”

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Our Promise.

Acknowledged, or not, family finances are an interwoven network where one decision can have a broad impact throughout the family tree. Therein, family dynamics are often the most challenging part of designing and executing a comprehensive financial management plan. This is especially true when there are issues that everyone may be aware of but they are hesitant to acknowledge: the elephant in the room.

 As a financial management mentor to families, I do much more than just draft a financial management plan. I am confident and willing to face the elephant head-on to help you execute your financial plan. Family needs are complex, but your financial management plan doesn’t have to be.  I streamline it so it is simple to understand and easy to implement. This is my passion – confidently leading families to create an integrated financial strategy that can benefit all family members, spanning generations.