An upstate, NY native (Fayetteville to be exact), I settled on the NH Seacoast in 2011 after living in Portland, ME, Boston, Lake Tahoe, CA and Burlington, VT. I’m a lawyer-turned-financial planner at Charter Oak Capital Management who loves helping singles (by choice, widowed, or divorced) and couples organize their financial lives and plan for the life they imagine. My husband Dan is co-founder of a renewable energy company and we have three girls ages 9, 7 and 2. Our family loves the outdoors and spends a lot of time in Rangeley, Maine -- hiking, skiing and biking. I’m an avid reader, podcast listener, home organizer and gardener. I love all kinds of music and smart comedy (a la Midge Maisel). And in the event I find spare time, I beeline to my hammock or the couch with a book.
getting life insurance

A 5-Step Guide to Getting Life Insurance (Even for SAHMs)

Talking about getting life insurance can be an uncomfortable conversation. It doesn't feel urgent when everyone is healthy and day-to-day "to dos" are higher priority. Plus, the complexity of determining exactly who needs it...

3 Simple Steps to Organizing Your Financial Life in 2021

The beginning months of a year are a great time to start or continue organizing your financial life. My previous posts talked about Covid-induced motivation to be more engaged in your family’s finances and...
Start Engaging in Family Finances with Your Spouse

How to Start Engaging in Family Finances with Your Spouse

‘Tis the season for holiday shopping and – let’s be honest – arguing with your spouse about money. Sharing the family finances with your partner is particularly fun during the holidays. If you have...

Why Women Shy Away from Family Finances — And Shouldn’t

My path to financial planning was motivated by a friend traumatically becoming a widow at age 30 – four months after the birth of their only child. Her husband’s known heart condition meant minimal...
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