Hi there, I'm Amy, a financial planning professional with a passion for helping others shape their financial futures.

My career took a turn during the Great Recession, leading me from a traditional corporate path to the world of financial advice. Over 12 years, I've gained experience in personal finance and as a small business owner since 2017, building a life and business on my terms.

I'm a Certified Financial Planner (CFP) and blend my financial expertise with a background in computer science, giving me a strategic and analytical edge.

I also passed all three levels of the Chartered Financial Analyst (CFA) examination (on my first attempt - not a brag, just a fact), deepening my understanding of complex financial markets.

Beyond finance, I have diverse interests, including exploring unique museums worldwide, such as the Museum of the American Housecat, the Salt and Pepper Shaker Museum, and The Museum of Broken Relationships. I also enjoy picking up new hobbies to attempt and fail upwards. And I am 100% a cat person.

Motivated by my personal journey, my mission is to empower others to rethink their life paths and create financial plans to support their goals. Through my firm, AFT Planning, I offer personalized guidance and support. Join me on a journey toward financial independence, where your aspirations can lead you to financial freedom.

Hi, I'm Amy