"Ever since I was young, helping others has been a core element of who I am. Whether it was helping out my own family around the house or doing things around the community that I love (born and raised in Sonoma County!), a passion of serving others has influenced many of my decisions.

So, after marrying my high school sweetheart, I realized that I wouldn’t ever be satisfied unless I pursued a career that not only allowed me to use my unique talents, but truly helped others achieve THEIR goals as well. 

Which is when I discovered and fell in love with the art of financial planning. 

For years now, I have made it my mission to worry about your finances, so you don’t have to! And a major part of that can be insurance coverage.

Insurance is one of those things that is often forgotten about until it's needed... like what we have seen recently with the fires around our beautiful county. 

That's why I want to help you make sure that you are properly protected without having to struggle through the hours it can take to research terms, definitions, companies, and the many other nuances that can play a role in proper financial security... at no cost to you.

While I specialize in many areas of the financial world, I am not a jack of all trades. To make sure you get the care and service you deserve, I have brought in other financial experts to help me in making sure you are properly protected. 

Feel free to click on any of the links on this page, or you can simply click the button below to schedule a discovery call to see how we can help you.

I look forward to hearing from you!"

-Kara Stewart, CLTC