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My philosophy to life and practice involves competence, character, and compassion. I have my story that inspired me to begin a journey to help others with investment management and financial planning. I was suddenly widowed in 2000, and I had a plan that worked well for me. I made careful investment choices and moved forward with my family to establish a good life. I therefore focus on helping single women, with a preference for those who are starting over after divorce or widowhood.
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