Our founder built Refined Solutions to deliver discreet, high touch financial oversight and household management for individuals and families with complex lives so they can remain fully present in their business, families, and the moments that matter most.
For aging adults, this can be the difference between independence and supervised living.
With over a decade in wealth management, she served as a trusted advisor to affluent and ultra high net worth clients. During that time, she gained a rare, behind the scenes perspective into family dynamics and private realities families face, particularly during periods of transition. She witnessed firsthand how cognitive decline, divorce, widowhood, geographical distance, and generational wealth with younger, inexperienced children can quietly erode financial clarity and wealth, destabilizing estate plans.
She witnessed that even sophisticated estate plan cannot protect against the breakdown of daily financial management and family relationships.
She recognized a critical gap, one that traditional wealth management does not address. Families were left navigating sensitive, personal financial and caregiving responsibilities they were not equipped to handle, and sometimes, not physically present to manage.
Aging parents missed payments, were confused with their estate plan and financial plans, and left emotionally struggling with their cognitive decline and slow realization that they would lose their independence and have to move out of their homes.
Newly independent young adults lacked foundational financial discipline.
Women navigating divorce and widowhood, or daughters losing the family's patriarch, faced overwhelming shifts in financial responsibility.
These moments are rarely discussed, yet are very much part of the risk in wealth planning.
Refined Solutions closes that void.
Through a personalized, concierge approach, we bring structure, clarity, oversight, and continuity into the private lives of our clients, integrating seamlessly alongside their existing advisory team. Our work preserves clarity, dignity, and independence.
Our Founder’s practice is rooted in a holistic philosophy; true care extends beyond physical wellbeing. Financial organization and household oversight are essential to independence, stability, peace of mind, overall wellbeing, and the success of generational wealth.
Clients and their families experience relief and confidence knowing someone is there to recognize the risks, check in on mom and dad, and ensure that oversight and family conversations are at the forefront. For those wishing to age in place, life at home becomes manageable.
She is especially dedicated to serving busy entrepreneurs, aging adults, women navigating complex life transitions, and next gen adults navigating wealth and seeking to build financial confidence and capability.
Her work is defined by a level of care, detail, and industry knowledge that reflects her clients’ standards.
Credentials
Certified Trust and Fiduciary Advisor (CTFA), a professional designation by the American Bankers Association for financial professionals specializing in trusts, estates, and fiduciary services.
Adult Protective Services Training, focused on identifying maltreatment and neglect, preventing exploitation, and reporting elder abuse.
Trusted by high net worth families
We have over a decade in wealth management experience with some of the major corporate global trust companies with over a trillion in assets under management.