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About Us

 

Why We Care

 

As a traditional Japanese woman, my mother played the docile homemaker, and was never involved in business affairs.  She was only given an allowance to buy food and necessities for the family.  My mother’s lack of financial understanding left her very vulnerable; I knew that if my father passed away she would lose his income and any opportunity to maintain the lifestyle she was accustomed to. What bothered me most was that she didn’t care.  

 

The life my mother was forced to live inspired me to move to the United States and get an education in finance so that I could live an independent life with options and opportunities.  I assumed that my mother’s situation was because of her heritage, but when I became a financial advisor, I realized that even American women, who had the ability to take charge, they too lacked the financial confidence to control their own destiny.  However, for them it was a choice.

 

That’s when I knew that my mission as a financial advisor was to encourage every woman to become more engaged in her financial affairs. To give her a voice in how she and her husband manage their money and to help and support her in her desire to take charge of her life and to protect her future. 

 

As a Certified Financial Transitionist, I am uniquely trained to help both women and men who go through life changes such as

  • losing a spouse and feeling an identity loss
  • suddenly becoming single and being forced to manage investments and finances
  • acquiring an inheritance which comes along with more complicated planning needs
  • selling a business with necessary changes in retirement plans
  • going from the working force to retirement
  • winning a lottery
  • windfall

 When a life changing event happened, most financial advisors focus on talking about numbers and paperwork.  However, money has two sides:  financial and non-financial.  And majority of the decisions are made in non-financial side.  We facilitate discussion with clients to find their Zone and Spark which they had before in their lives.  That’s why I continue to be fiercely independent and deeply committed to helping women take charge of their financial future.

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