I’m fun, caring – and direct.

 

Whether I am going to be your coach or you are just stopping through for advisement you are making the decision to live a better financial life and that makes me excited. At the same time, as a Fiduciary not only am I very comfortable telling you what you need to hear, I am obligated legally to do so. This is awesome because it puts my clients at ease knowing that I must place their needs first, whether it benefits me financially or not.

 

 

Accessibility.

 

I’m not your traditional Adviser! As an environmentally conscious, tech-savvy Strategist, PDF’s, easy to follow software, and virtual meetings makes the coaching or advising process enjoyable and convenient.

 

 

Commitment.

 

I’m as committed to you are to your financial success. I work with clients who are looking to make a change in their financial lives or are already on a path and need accountability coaching  along the way.

 

 

Fee-Base/Commission-Based

 

As a Fiduciary/Financial Strategist, some clients needs call for accountability coaching which allows me to give unbiased, objective advice. I am also licensed to be able to assist with the implementation of financial strategies that include commission from  different financial instruments. Ultimately, I use a needs-based approach.

 

 

Interactive.

 

With a blog, newsletter, webinars, and a Business Owner Boot Camp in development-you’ll never run out of financial tips and resources.

 

 

Partnership.

 

Working with me means you have someone by your side to guide you with all the skill, experience and commitment to make sure you understand financial concepts, and opportunities that are new to you. My passion is your peace of mind.

 

 

Experience.

 

I’ve experienced first hand some of the issues you may be facing. As an entrepreneur, a woman, and daughter to retired parents-I’ve been through the building of a business, the need to be provided with non-traditional advisement, and my parents transition into retirement with ever-changing needs. 10 years with clients over the age of 65 from all different walks of life has given me the insight to really hone in on a baseline of what truely matters in life.