Private Money Advisor

Because your glow was never gone—just waiting to be reignited.

You’ve got dreams to chase, people to care for, and maybe a few spontaneous weekend getaways to plan (even if they’re just in your head for now). Between caregiving, curveballs, and life’s twists, your spark never left; it just needed space to shine again.

We’re here to help you dust off that shine and put your money to work in ways that feel grounded, good, and totally you. From investments to life pivots, we’ll handle the financial details so you can focus on being the vibrant, wildly capable woman you are.

Think of us as your money BFF—guiding your goals, keeping it real, and reminding you not to skip the self-care.

Let’s clear the financial fog… and maybe add a little sparkle while we’re at it.

Take Control Today

We handle the paperwork

Skip the stress—we'll prepare, organize, and submit the necessary documents so you can focus on life.

Annual tax review

We handle the paperwork

Each year, we’ll review your taxes to help you spot savings opportunities and avoid costly surprises.

Priority email support

We handle the paperwork

All-in-one financial dashboard

Get fast, thoughtful answers to your questions whenever you need help—no waiting weeks for a reply.

All-in-one financial dashboard

Easily track your entire financial life, budget, investments, goals, and more, in one secure online hub.

Proactive planning meetings

All-in-one financial dashboard

Personal investment management

We’ll meet regularly to celebrate wins, solve challenges, and adjust your strategy to align with your goals.

Personal investment management

All-in-one financial dashboard

Personal investment management

We create and manage a custom investment plan designed around your goals, risk tolerance, and values.

Every engagement starts with a Retirement Readiness Checkup

The Retirement Readiness Checkup includes:

A 60-minute guided review to help you understand where you stand and what’s possible
A walk-through of the core areas of your financial life to spotlight what’s working and where there’s room to grow
A personalized summary of action items so you can move forward with clarity and confidence

The flexibility to continue working with us, or take your next steps on your own

Ready to see where you stand and what’s next?

Let’s begin

Intentionally designed to ignite your spark

Your dreams evolve—so should your financial plan. We build a strategy around what lights you up today and adjust as life shifts. No matter how many turns your journey takes, we’re right there with you.

Nurture your spark today and tomorrow

Your peace of mind matters as much as your plans. We’ll help you protect your spark today while building a future that feels aligned, secure, and fully yours.

Guidance to keep your spark going strong

You’re building a bold, evolving life—we’re here to support you. Think of us as your financial sounding board, ready to guide and ground you in every season. Have questions? We’re just a message away.

Frequently Asked Questions

Please reach us at dm@spark-fin.com if you cannot find an answer to your question.

What does a financial planner do? How will you help me?

A Financial Planner can help you understand your current financial situation, identify your financial goals and create an action plan that will help you make better financial decisions. For more information about the financial planning process, check out our blog What is a Financial Plan?

How is Spark Financials different from other financial firms?

At Spark Financials, you’re not just a number or a retirement account. I’m a fee-only, fiduciary financial planner, which means I’m only paid by you — not by commissions, products, or anyone else. My advice is always centered on your best interests, not someone else’s bottom line. We blend practical financial strategies with real-life flexibility, helping you design a future that feels empowering, resilient, and fully your own.

What types of women do you work with?

We work with women at all stages, whether you're planning for retirement, balancing caregiving, rebuilding after a life shift, or just starting to take control of your finances. If you’re craving clarity, confidence, and support, you’re in the right place.

Do you only work with women?

While our focus is on supporting women, we often work with couples too. Many of our clients bring their spouses or partners into the process, and we’re here to support your household’s goals with care, clarity, and collaboration.

I’m not ready to retire yet—can we still work together?

Absolutely. We support women who are five, ten, or even fifteen years away from retirement. The earlier you start planning, the more options you’ll have. This is about building a life and financial future on your terms.

What if my financial situation feels a little messy?

That’s exactly why I’m here. Life happens, caregiving, career changes, health challenges, and your finances don’t always stay neat and tidy. There’s no judgment here. We’ll meet you where you are and work together to bring clarity and calm to your financial world.

Do I have to live near you to work with you?

Nope! I work with women across the country through virtual meetings. Whether you're sipping coffee at your kitchen table or calling from your office, we can connect securely and personally, wherever you are.

What if I’m not quite ready to work with you?

That’s okay! You can explore our free resources to start learning and taking action at your own pace. When you’re ready for guidance, we’ll be here.

How do I get started?

Start with a Retirement Readiness Checkup. In this session, you'll receive a personalized financial review to assess your strengths, identify any gaps, and get expert guidance.

Embrace your inner spark and design a future you control

Because your glow was never gone—just waiting to be reignited.

How will we Spark your financial future

We handle the paperwork

We handle the paperwork

We handle the paperwork

Annual tax review

We handle the paperwork

We handle the paperwork

Priority email support

We handle the paperwork

All-in-one financial dashboard

All-in-one financial dashboard

All-in-one financial dashboard

All-in-one financial dashboard

Proactive planning meetings

All-in-one financial dashboard

Personal investment management

Personal investment management

All-in-one financial dashboard

Personal investment management

How we bill for services

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Every engagement starts with a Retirement Readiness Checkup

Our Spark philosophy

Intentionally designed to ignite your spark

Nurture your spark today and tomorrow

Guidance to keep your spark going strong

Frequently Asked Questions