My interest in money and money management was piqued at an early age, although I didn’t realize it at the time. As a teenager, I always tried to stretch my earnings from my part-time job. Years later I struggled with money issues again to find a way to be a stay-at-home Mom with my young children.
When I re-entered the work force, my position as a Business Administrator/Manager required me to provide not only bookkeeping services, but also manage other aspects of each business. I realized the critical importance of ‘numbers’, and how the review and accurate interpretation of the information is key to having a successful outcome.
It also gave me a bird’s eye view as to how overwhelmed and burdened people feel with financial difficulties, and the importance of how people’s thought process about money can affect the financial outcome of a situation.
My background is extensive and includes 30+ years of working in the Financial field, Medical Insurance field and Mental Health field. This provides me with a wealth of experience and a broad range of knowledge and skills.
Regardless of which financial service I am providing, my #1 priority is to eliminate financial chaos and stress, and bring peace of mind to my clients.