Clarity and Strategy for Life’s Biggest Financial Decisions
Financial planning is not about numbers alone. The numbers in a financial plan are one part of a broader strategy designed to support your life, your priorities, and your future. True planning begins with understanding what matters most to you and building a path that aligns every decision with those values. My role is to bring clarity to complexity and help you move forward with confidence and purpose.
At heart, I am a coach. My path to becoming a Financial Advisor began at Stanford’s Lucile Packard Children’s Hospital, where I worked alongside families navigating some of life’s most difficult moments. That experience shaped how I serve clients today. It taught me to listen deeply, adapt when life changes, and provide steady guidance through both uncertainty and opportunity.
Today, through my work and as a parent, I understand that financial decisions are rarely just financial. They are layered, personal, and often tied to the people you care about most. I help you navigate those decisions with intention, building a strategy designed for long term growth, stability, and flexibility as life evolves.
What matters most to me is seeing clients achieve what once felt out of reach. Whether that means supporting family, retiring with confidence, or creating a meaningful legacy, I am committed to helping you get there with a plan you understand and trust.
If giving back is important to you, I can help you incorporate Thrivent charitable strategies into your plan in a way that is seamless and aligned with your values. Together, we will design a strategy that not only supports your financial future, but also creates a lasting impact for the people and causes that matter most to you.
The Person Behind the Plan
Beyond the office, my life is centered on my husband, our daughter and son, and our dog. Together, we find joy in both the simple and the memorable, whether that means sharing laughter at home, attending concerts, going for a run, or settling in for a great science fiction film.
Our dog brings his own personality into the mix and has made his loyalties very clear. He loves everyone in the house, but has fully appointed my husband as his life’s true north, his emotional support human, his entire reason for existing, and I am, at best, the roommate who benefits from the arrangement.
This balance between family life and professional purpose shapes how I serve my clients. I understand that financial decisions are never solely about numbers. They are deeply connected to the people you love, the relationships you value, and the life you are intentionally building.
Ultimately, financial planning is about using your resources as a tool to support what matters most. It is about aligning your financial strategy with your priorities, your experiences, and the impact you want to make. I would be honored to partner with you, bringing clarity, confidence, and trust to each step of your journey.
Meet My Team
Shields Cattau Financial Group
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Team Practice
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- https://connect.thrivent.com/shields-cattau-financial-group