“Goals are Dreams with Deadlines”. Most of us understand the benefits of setting S.M.A.R.T. goals for numerous reasons, especially for our business growth or career advancement. But, we don’t often set S.M.A.R.T. goals for our financial health. Or, we set them but don’t reach them for various reasons. (S.M.A.R.T. - specific, measurable, achievable, realistic and time-based). I prefer to work with my clients as a Financial Coach to assist them in reaching the level of Financial Health that they desire for themselves, their business and for their family. When time is spent becoming financially healthy, starting right where you are, the next step to plan for your financial future and a dynamic retirement becomes clearer process. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Providing Financial Coaching+, Retirement Planning, Creating Lifetime Income, Realistic Budgeting and Business Succession Planning
I’m passionate about helping business owners, entrepreneurs and individuals with setting their goals and I assist in holding them accountable as their coach. My goal? To safeguard the dreams you’ve strived to achieve and the assets you have worked so hard to accumulate. I use proven coaching and financial education strategies designed to meet you right where you are. As a Certified Financial Education Instructor, I help you understand the options available for you to reach your financial goal for both today as well as for retirement.
Outside of being with my family and working in ministry, I have a great passion for Financial Literacy or what I prefer to brand it as, Financial Health. We often hear of others being rich, wealthy or prosperous which often leads to a vision of an accumulation of material things. I believe that being "Financially Healthy" is so much more that an accumulation of things. Helping others reach a level of Financial Health, maintain and sustain it to a level that allows them to leave a legacy and impact generations is extremely rewarding for me. My goal is to impact communities, across the region, with a strategic focus on the middle class, women and minorities, that will LIFT them so they are able to LIFT others.