I help you and your family make smart decisions with your money across all areas of your life. That might mean making the most of your income, navigating equity compensation, figuring out how to pay yourself as a business owner, planning for big goals, or minimizing taxes.

I don't just crunch numbers for you. I’m here to be your financial sounding board—someone who sees the full picture, helps you think ahead, and makes sure you’re not missing opportunities (or making costly missteps).  Think of me as your financial thought partner.

Anyone can call themselves a “financial advisor” but a CERTIFIED FINANCIAL PLANNER™ has gone through rigorous training, exams, and ongoing education. It also means I’m held to a fiduciary standard, which is just a fancy way of saying: I’m required to give advice that’s in your best interest. Always.

Not advice that benefits a company. Not advice tied to commissions. Just what’s right for you.

I work with high-earning women, couples, and entrepreneurs people who are building something meaningful and want to be more intentional with their money. 

They’re often juggling growing income, equity comp, business growth, family priorities, or all of the above. They’re not looking for someone to lecture them, they want a trusted partner who gets the big picture.

It’s collaborative, not prescriptive. 

We start with what matters most to you, your values, your vision, your goals and build from there. I bring the expertise and structure, but your life is the blueprint. I’m not handing you a generic plan and wishing you luck. We work side by side to design a plan that works in real life and evolves as you do.

Nexa Wealth is an independent, fee-based planning firm that works with successful women and families who want more than generic advice.  

If you want a financial partner who sees the full picture, not just the numbers, you’re in the right place. My clients want strategy that reflects their real life. Yes, we’ll cover investments, taxes, and strategy. But we’ll also talk about whether to change careers, buy the beach house, or press pause to be with your kids. Not all financial decisions show up on a spreadsheet, and not all life decisions are purely about money.

My clients bring me into their lives, not just their finances. If you want a long-term thinking partner who’s in it with you, we should talk.

That depends on what you need, but here’s a look at the areas we often cover together:

• Getting clear on your income, spending, and saving
• Organizing your accounts and understanding where your money is going
• Making a plan for big goals—like a home, career change, or family support
• Reviewing insurance and estate planning basics
• Aligning your investment strategy with your life plans
• Reducing taxes and making smart decisions with bonuses or equity comp
• Navigating business finances or owner pay (for entrepreneurs)
• Every planning relationship includes clear next steps, follow-through support, and regular check-ins to make sure you’re not left doing it all on your own.

Yes! Nexa Wealth works with clients across the country through secure, virtual meetings. Whether you're in LA, Austin, New York, or anywhere in between, we’ve designed our process to be personal, proactive, and easy to access, no matter your location.

We use secure tech tools to make planning feel seamless, and we keep things organized without endless back-and-forth emails.

I don’t sell investment products or earn commissions for managing assets. I do help clients with insurance when it’s a necessary part of their plan.

If your plan calls for coverage (like term life, disability, or long-term care) outside of any employer benefits, I’ll walk you through what type makes the most sense, how much you actually need, and which carrier aligns best.

I don’t work for any insurance company, so I’m not tied to one provider and I only recommend coverage when it serves your plan, not someone else’s quota. It’s part of delivering advice that’s both strategic and actionable without leaving you on your own to figure out the next step.

Absolutely not. That’s what I’m here for. If your finances feel like a pile of puzzle pieces, I’ll help you sort it all through and create a clear, organized plan. No judgment. Just progress.

Every couple has a different dynamic. One of you might be more into spreadsheets, the other more values-driven. Our process creates space for both voices, and helps you make confident decisions together. We bring clarity, neutrality, and guidance so you can stop arguing over money and start making smart moves as a team.

Tax prep happens after the fact. Tax strategy happens all year long. We look ahead to reduce your tax burden through smart timing, investment strategies, entity planning, retirement contributions, and more. 

High-income earners often miss opportunities hereand it can cost thousands. Our goal is to make taxes part of the planning, not just a surprise every April.

Absolutely.  Investments are just one piece of the puzzle. A planner helps you bring everything together: Are you saving in the most tax-efficient way? Are your investments aligned with your goals? What about insurance, cash flow, estate planning? 

When you’re managing multiple priorities, a good planner helps you optimize, simplify, and get back in control.

I offer flat-fee planning based on the complexity of your situation. No hidden commissions, and no pressure to move your investments. There’s a one-time onboarding fee for the initial heavy lifting, followed by ongoing planning fees, which can be paid quarterly or annually.

Depending on your needs, we offer everything from one-time strategy sessions to ongoing, comprehensive support. Most clients invest $3,000–$15,000 per year for personalized planning that reflects their full financial life.

During our initial call, we’ll talk through your goals, determine what level of support makes the most sense, and make sure we’re a good fit. You’ll have a clear understanding of the plan and the investment before you commit to anything.

For clients who prefer investment management, we also offer services on a tiered AUM schedule.

Start by booking a complimentary introductory call. This isn’t a sales pitch. It's a genuine conversation to explore where you are in your financial journey, what’s currently on your mind, and where you’re hoping to go.

We’ll talk through the areas you’d like to focus on and what kind of support would serve you best. If it feels like the right fit on both sides, I’ll walk you through the best next step—whether that’s a one-time session, a full planning engagement, or a referral to another trusted resource.

You’ll have a clear understanding of what working together would look like, the investment involved, and how we’d move forward before making any decisions.