it's okay... I can help!

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I'm Meghan, a CFP and Investment Property Advisor.

I help income property owners make smart investment decisions by designing custom plans and tax strategies. 

I might not have the interior design skills of Joanna Gains, but I have a [family budget binder that is pinterest worthy]. For over a decade I have been working in the finance and investment industry helping people save for their big dreams (retirement, sending their kids to college, going on a beach vacation, etc). 

our first rental property renovation

In 2015 my husband and I bought a 'Fixer Upper' (...are you noticing a trend here...). But not to live in. We bought it to rent it out. Going from renovation project, to landlord, to bookkeeper, to handyman has been an interesting experience.

I work with real estate investors, just like you, to make their rental properties profitable and position their investments for maximum wealth building. If tax season is like an overwhelming groundhog day where you promise yourself this year I'm going to keep on top of all this or you need to work with an advisor who better understands your needs [I would love to work with you].


3 Random things about me:

  1. Disney fan

  2. I've lived in Scotland and Australia

  3. I Sauna every Sunday



Other places (interviews + quotes) you can find me