“If you don’t know where you’re going, you might wind up someplace else.”
- Yogi Berra


Most people don’t realize the impact that planning can have on your life, not just financially, but emotionally. It gives you financial peace of mind, the confidence to make decisions, and a sense of control over your future.


Financial Planning Begins With…

  • Reviewing your current financial position

  • Advising on wealth management strategies

  • Preparing for your retirement years with a well-conceived retirement income strategy

  • Helping minimize tax consequences

  • Assessing appropriate estate planning strategies


Continuing the Journey

Financial planning doesn’t end there; it’s an ongoing relationship that continues through every stage of life to keep you on the path towards your goals. We’ll work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals. We’ll always be here for you to answer any questions you have and provide ongoing advice as you need it.***

***Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.


5 Core Values
a Financial Planner












Financial Guidance for Divorce

Having obtained the designation of Certified Divorce Financial Analyst™, Berkely is trained to assist both during the divorce process and afterward.  

In the role of advocate, she assists the divorcee who may not be as knowledgeable about, or comfortable with, the family’s financial situation, or simply may not have the time to dedicate to becoming a financial expert.

Without the guidance of a trained professional during the divorce process, you run the risk of making uninformed and uneducated decisions that can last a lifetime.* We’ll empower you with the knowledge about issues such as:

  • Long term consequences of retaining different assets

  • The difference between separate and community property

  • Tax implications of different types of assets

  • Helping you maintain your standard of living as much as possible

  • QDROs and the options available to you

  • Alimony and child support issues

  • How to protect your children and their financial interests

*Registered representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.


Our Services include:

Financial Planning
Trust Services

Risk Management
Life Insurance

Retirement income strategies