Bamboo Financial Partners
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Financial planning isn’t just about spreadsheets.
It’s about people.
Being both a CFP® and having a Master’s in Social Work allows me to look beyond the numbers and build plans that align with what matters most to the people sitting across from me.
Because the goal isn’t just a good portfolio—it’s a life you’re excited to live. 🌿
One of the questions I get most often is:
“Am I too late?”
Too late to start investing.
Too late to save more.
Too late to get organized.
Too late to make better financial decisions.
My answer is almost always the same:
It’s never too late.
Progress doesn’t require perfection—it requires a starting point.
Whether you’re revisiting goals you set in January or just now deciding to take your finances more seriously, don’t let the calendar convince you you’ve missed your chance.
Start with one change. Build the habit. Then build from there.
Grateful to News On 6 for having me back to talk about making progress, one step at a time. 💪
04/30/2026
Pro bono financial planning isn’t something we “fit in” at Bamboo—it’s part of who we are.
I’m honored to be a panelist for this upcoming training with the and Foundation for Financial Planning, focused on equipping advisors with the tools to serve low- to moderate-income communities with care, ethics, and intention.
Access to financial guidance shouldn’t be a privilege—it should be a standard.
If you’re a CFP® professional, I hope you’ll join us.
Click here to claim your Sponsored Listing.
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Address
3306 Charles Page Boulevard, Ste 256
Tulsa, OK
74127