My journey in the financial planning world started with my family’s financial challenges. Like most, I had not learned money basics in school. Born out of necessity when faced with raising two small children on my own, I read and learned everything I could about money management and good stewardship. From this a career was born. Decades later, (time does fly) my family has grown and so have the opportunities to help others. It remains a passion to help people make wise financial decisions that align with their values and dreams. My approach is to teach, coach, and take what might be overwhelming and create a logical, achievable plan.
This is a relationship, always evolving and growing with you. Together we navigate the everyday and unexpected financial changes that arise. It is not always easy but it can be fun (really!) as we walk this road together.
I look forward to the opportunity to get to know you and help you see what you can accomplish.