About Me

As a fee-only, fiduciary financial planner, I am legally and ethically required to act in your best interest — always. I don't sell products. I don't earn commissions. I get paid only by you, which means my advice is never influenced by anything other than what's right for your situation.

With over two decades of experience in financial planning, education and counseling and a passion for empowering individuals to live their best financial lives, I decided to start Living Big with Beth.

Throughout my career, I've come to a profound realization: that within each person lies the innate wisdom and intuition to shape their own financial destiny.

Far too often, I've witnessed individuals seeking external validation or drowning in a sea of information, unaware that the answers they seek already reside within them. Many people suppress their true desires, often making financial choices that conflict with their deepest values and aspirations.

I'm not here to dictate what you should or shouldn't do with your money. Instead, I'm committed to being a supportive ally on your journey. A safe space where you can ask questions, explore options, and uncover the Money Spark that's already within you.

At Living Big with Beth, I offer more than just financial advice—I provide guidance, encouragement, and empowerment to help you unlock your full financial potential. Together, let's embark on a transformative journey to discover the path that aligns with who you truly want to be and empowers you to live life on your own terms.

My credentials:

  • CFP® — Certified Financial Planner® professional The gold standard in financial planning, requiring rigorous education, examination, ethics and experience.

  • AFC® — Accredited Financial Counselor® Specialized training in financial counseling and behavior — because the numbers are only part of the story.

Answers comes from within — and I’m here to help you uncover them.

Chat with me

If you want to take some time to connect with me to see if we are a good fit, please schedule a 10 min chat