Women are incredibly creative and resourceful. I thrive on 'stirring the pot' with questions so that the answers are more yours than mine. I am always amazed at the solutions that surface!
I find working with women so rewarding because I can relate to the caregiving tendency we may express at different points in our lives. I love the challenge of aligning finances with these choices so that all may benefit in the end.
I love working with women because we seek our truth - the truth about ourselves, about our situations, and about the unique gifts we bring to the world. I encourage "digging deep" so that we can bring meaning to money and money to the journey.
I recently wrote a soon-to-be published book “Q4 Woman: A Guide to Security, Purpose and Peace of Mind in the Fourth Quarter of Life.” It came pouring out of me after 20 years of talking with people about money as a fundraiser, money coach, group facilitator, and personal finance counselor. I discovered how important it is to give our money meaning. I brought this to my career helping thousands of people dig out of financial holes, noticing that most could have been avoided by knowing the rules of the money game, having a game plan and a working with coach who recognized their individuality. Now as an advisor of eight years focused on middle America, I share about how money works and equip my clients with solid principles and simple practices to avoid those dreaded financial holes. I partner with them to create a holistic plan to effectively address debt, protect income, and integrate ‘now’ savings steps for emergencies, personal milestones, and an inspiring ‘fourth quarter’ retirement. As women, we make life choices from our hearts – like parenting and caretaking. We can face unique circumstances like intermittent earning, different health challenges, and longer life. Finding financial alignment with regular adjustments can allow us to live from our hearts with security, purpose and peace of mind. That is my mission.
THREE THINGS ABOUT ME
I highly value health and wellbeing.
I garden to grow nutritious food and surround myself with life and beauty.