As a Partner and Financial Advisor at Straight Forward Wealth Management, my primary focus lies in financial planning and retirement planning, where I specialize in crafting strategies tailored to meet each client's unique needs. With a deep passion for helping individuals achieve their financial goals, I am dedicated to guiding my clients one step at a time. Throughout my career, I have obtained the Series 7 and 66 securities registration, allowing me to provide comprehensive investment solutions. Additionally, I hold the Life, Health, and Annuities License, enabling me to assist clients with insurance-related matters.
Before venturing into the world of finance, I pursued my creative side by attending the New England Institute of Art for filmmaking. My interest in filmmaking stems from my fascination with people's life stories. Understanding what motivates individuals and learning about their journeys is something I find truly inspiring. It is this genuine curiosity that led me to my current role as a financial advisor, where I have the privilege of sitting down with potential clients, getting to know them, and helping them build a strong financial future aligned with their life goals.
As a financial advisor, I offer not only financial guidance but also act as a coach and therapist for my clients. I am there for them every step of the way, providing the support they need throughout their financial journey. Whether it's helping them make sound financial decisions or providing emotional support during challenging times, I am committed to ensuring my clients feel empowered and confident in their financial choices.
Outside of work, I reside in my hometown of Berwick, Maine, with my husband, Ellis Fields. I am actively involved in several Chamber of Commerce Organizations, including Rochester, NH, Dover, NH, Barrington, NH and I am an Ambassador for the Somersworth Community Chamber of Commerce in Somersworth N.H. Engaging with local professionals allows me to learn from their experiences and gain valuable insights into my own journey.
In my free time, I am an enthusiastic member of EvoFit, a women's boot camp gym. This loving and supportive community has been a part of my life for eight years, providing not only physical fitness but also a strong sense of camaraderie and support.