Licensed Financial Professional in Dublin, CABuild confidence around what comes next.
I help individuals, families and business owners understand their protection needs and prepare for the future through clear, personal conversations — without unnecessary complexity.
This information is for general educational purposes only and is not tax, legal or investment advice. Please consult a qualified professional about your specific situation.
Why clients work with me
Recommendations begin with your priorities.
Understand the purpose before the product.
Review changes as life and business evolve.
Practical guidance for real-life decisions
Start with the question that matters most to you.
Family protection
Review income protection and life options around the people who depend on you.
Discuss your priorities →Retirement income Planning
Organize the questions, timelines and habits that shape your long-term direction.
Start a retirement conversation →Tax Optimization Strategies
Exploring long-term, tax efficient financial strategies to help protect your wealth, maximize retirement income & build a strong financial future.
Talk about your business →Living Trust support
Support with navigating the DIY living trust process and connecting you with appropriate resources for additional legal assistance when needed.
Discuss this →College funding strategies
Explore financial strategies to prepare for financial future education expenses while balancing your family's long term financial goals.
Discuss this →Long Term Care
Explore financial protection strategies to help prepare for future medical care needs while protecting your savings and family's financial well -being.
Discuss this →A more secure tomorrow starts with a conversation today.
I'm here to listen, answer your questions, and help you explore the next right step.
Request a conversation →A good conversation begins with listening.
Financial decisions are personal. Before discussing any option, I take time to understand the people, responsibilities and goals behind the numbers, and help you decide whether a next step makes sense for you.
How we work together
Your concerns and goals lead the conversation.
Important ideas without unnecessary jargon.
Follow through on questions and promised information.
Keep the conversation relevant as things change.
Tell Geeta what you'd like help with.
Share a few details and I'll follow up to arrange a brief introduction.