Financial Planning FAQs

Trust is earned through transparency, expertise, and results. I’ve built Redesign Wealth with a focus on empowering women to feel confident in their financial decisions by providing honest, straightforward advice that always puts your best interests first. As a fiduciary, I am legally and ethically bound to act in your best interest—there are no hidden fees, commissions, or sales agendas. 

Additionally, I hold the Series 65 license, and I’m continuously expanding my knowledge to stay current with the ever-evolving financial landscape. My process is collaborative and transparent, so you’ll always understand what we’re doing, why we’re doing it, and how it benefits you.

I also am a current member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Fee-Only Network, and XY Planning Network.

Your trust is my priority, and I work hard every day to earn it.

Being a fiduciary means that I’m legally required to put your best interests above everything else when managing your finances.

Think of it like having someone in your corner who is always looking out for you. I don’t earn commissions from recommending certain products, and there are no hidden agendas—my job is to give you the best advice based on what’s right for you and your financial goals, plain and simple.

We keep all your information confidential, safe and secure. Our client portal and office systems employ advanced security features and protocols to protect your data.

Your money is custodied at Charles Schwab, which ensures that your assets are held securely and you have access to a wide range of investment options.

You have direct access to your account and can review your holdings, transactions, and your accounts always remain under your name where you have access to them at any time.

Our goal is to provide you with a well-managed, transparent, and secure investment experience, tailored to help you achieve your financial goals confidently. We believe in maintaining open lines of communication. We provide regular updates on your portfolio's performance and conduct periodic reviews.

At Redesign Wealth, our investment philosophy is all about keeping things simple and steady. We focus on creating diversified portfolios that grow your wealth over the long term without trying to predict the market.

To do this, we use index ETFs and mutual funds, which give you broad exposure to the market. Our approach is all about steady growth over time.

Redesign Wealth partners with you to develop and implement a comprehensive financial plan that fits your goals, values, and resources. We do the “heavy lifting” to help your plan become a reality. This includes monitoring your plan regularly and making adjustments as life changes.

In the first year, you can expect to meet with us 5-6 times. Years 2 and beyond, clients generally meet with us 2-3 times per year, with plenty of communication in between. We’ll reach out to you at least once a quarter.

Most importantly, we’ll meet with you however many times you need us to meet. Changing jobs? Buying a house? Or maybe you just want a second look at your insurance policy or tax form? We’re here for you.

Redesign Wealth is a virtual practice and holds client meetings online. If you reside in Mobile or Baldwin County and logistics allow, in-person meetings may be available on occasion.

At Redesign Wealth, what sets me apart is my unique background. Before becoming a Financial Advisor, I spent 16 years in women’s medicine. During that time, I had the privilege of serving thousands of women, listening to their stories, and understanding the complexities of their lives beyond just their health concerns. I've been with patients through their most challenging times, including battling cancer. This experience has given me a deep empathy and a holistic perspective that I bring to financial planning. I understand the nuances of what women face, both personally and professionally, and I use that insight to create tailored financial strategies that truly resonate with their needs and goals. Blending my background in women’s medicine and personal finance offers a unique level of experience and dedication to women and their financial well-being.

There are many great financial planners out there, and you could choose any one of them. But what sets me apart is the personal touch I bring to our work together. I'm extremely patient and empathetic, meeting you where you are in your financial journey without judgment. I understand how overwhelming and intimidating the financial part of life can be, and my goal is always to make the complex seem simple. You'll feel supported and understood every step of the way.