Book a Consult

Money Talks, We Listen:

Translating finance into a language that is easy to understand.

You are unique and have unique challenges that you don't have to navigate alone. I provide the much-needed guidance to build a solid and confident financial foundation so you can focus on what is important to you! Life has so much uncertainty; let me help bring some clarity.

Howdy!

I'm Robin –Think of me as your financial BFF, here to make numbers less scary and life more smile-worthy. I'm definitely not your parent's old-school financial planner.

Fueled by my passion for truly understanding humans and the ins & outs of personal finance, I feel fortunate to help others achieve happy, comfortable, intentional lives. I am a strong proponent of women helping women with the understanding that empowered women empower women. Learning is the lifelong venture that drives me and comes full circle by educating others. I strive to create a culture of acceptance, inclusion, and encouragement among women and underserved communities in the traditionally gatekept finance arena. With personal experience and professional expertise in entrepreneurship, rental real estate investing, and business management, I guide my clients towards the financial good life in a judgement-free zone. Planning is the key to success – a principle I live out through my interests in cooking (and eating), traveling, and volunteering. I am the lucky mother to an energetic second grader, a proud wife to a Blackhawk Crew Chief, and a servant to two spoiled dogs (and countless foster pups). They have given me a greater understanding of the importance of love, family, and authentic connection with others. I am dedicated to serving my community with a spirit of acceptance, inclusion, and a genuine love of people.

Featured In

The Humans We Support

Families
Family dynamics are complex and, at times, challenging. The needs of growing families evolve. Having a flexible financial plan that can adapt and change with them is crucial.
Are you...?
  • Busy
  • Needing an extra hand (or 3)
  • Low on available mental energy
  • Planning for the future
  • Wanting more from today
  • Struggling to compromise with loved ones
Women
Financial confidence can be a catalyst for women to accomplish remarkable feats, as it allows them to take charge of their finances and make informed decisions.
Do you need...?
  • More time in the day
  • Someone to discuss decisions with
  • Organization and direction
  • Accountability
  • Unbiased feedback
  • Like-minded support
LGBTQIA
Experiencing unique challenges like systemic discrimination, income inequality, and lack of empathy deserves tailored support that promotes equitable opportunities.
Do you want...?
  • To live the life you were meant to
  • A safe place to explore goals & obstacles
  • Intentionality in your life
  • A sense of confidence & control
  • Less anxiety, stress, & worry
  • More happiness, time, & money

How does it all work?

Unbiased financial and tax planning services without the sales pitch.
Transparent, flat-fee pricing, tailored to you!
Hands-on, personalized financial education that empowers you to make confident decisions.

Making a difference for YOU in what we do!

Empathy-driven financial planning: where your unique needs are heard and understood. (This is not your parent's old-school financial advisor.)
  • Balancing saving for tomorrow while enjoying today.
  • Building an emergency fund to plan for the unexpected.
  • Saving for retirement and college education for children simultaneously.
  • Preparing for significant expenses like buying a home or starting a business.
  • Investigating job changes and career transitions that impact financial security.
  • Strategizing to pay off debt efficiently.
  • Navigating gender pay gaps and career breaks.
  • Managing financial complexities, including caring for aging parents while raising children.
  • Intentional investing for present and future goals.
  • Preparing for potential health care costs or long-term care needs.
  • Family and Estate planning for non-traditional relationships.
  • Reviewing insurance needs vs. current coverages
The Mission
To guide individuals and families through life's transitions with intentional financial planning that promotes confidence, success, and peace of mind. I strive to create a safe and supportive space for everyone by tailoring my approach to their unique needs and goals, empowering them to achieve financial stability and security while staying focused on what truly matters to them.
The Goal
Helping modern generations navigate the complex financial and tax landscape quickly and confidently. By understanding and addressing their unique challenges and opportunities, they are empowered to focus on what truly matters and achieve their financial goals.
The People
The incredible people I serve come from diverse backgrounds, but they share a common desire to achieve financial stability and success. They tend to be emotionally intelligent, progressive, and community-focused. They value a collaborative and transparent approach to financial planning and trust me to provide expert guidance always in their best interest.

Certifications & Memberships

Copyright © 2023 Nested Financial & Tax Planning, LLC. All rights reserved.
NESTED FINANCIAL, LLC (“Nested Financial & Tax Planning”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, NESTED FINANCIAL, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.Nested Financial & Tax Planning does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Nested Financial & Tax Planning be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Nested Financial & Tax Planning or a Nested Financial & Tax Planning authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.