Helping Women Prepare Their House of Financial Security for Today, and the Unknown of Tomorrow

 


  Let me share with you why I do what I do  



This is my second career.  I retired in June 2000 and I have been in this industry since 2002.  Now that I am in this industry, and from my experience of working with clients, I see the power of being proactive in managing finances, in planning for retirement, and in protecting our families and assets from the unforeseen.


My husband and I never sat down and discussed our plans or our goals for retirement.  And we never looked at the "big picture" saving, investing and protecting.  We were busy raising our family and tending to day to day life.  Our financial picture was a piece here and a piece there without truly looking or understanding how all these financial decisions impacted the big picture.  (This was the "junk drawer" method.)


My why is,  I want to work and to educate people about the importance of financial planning and to put them on a journey to help achieve their goals.  I want to make sure all areas of their financial house are working together - no "junk drawer" method. 


I have earned the professional designations of Chartered Financial Consultant® (ChFC®) and the Chartered Life Underwriter® (CLU®) from the American College of Financial Services.  I have completed the curriculum with the Institute for Divorce Analyst and earned the designation of Certified Divorce Financial Anyalyst™(CDFA™).


I have also earned the professional designation of Certified Financial Educator® (CFEd®).   I have chosen to pursue this certification because I am passionate about empowering people with financial knowledge.  This professional certification is offered through the Heartland Institute of Financial Education, a 501(c) (3) national nonprofit. This prestigious designation is awarded to individual professional practitioners who have knowledge in the field of financial services as well as experience in the area of teaching or instructing in the financial services industry.  I have met these requirements by being in the Financial Services Industry since 2002, and previously as a Training Facilitator with Southwestern Bell Corporation (AT&T). 


  These designations required an exam and require continued education credits along with a code of ethics,  in addition to what FINRA requires.


Workshops I have available:



  • Financial Management, Six Steps to Financial Success
  • Taking Control, Financial Strategies for Women
  • Retirement Investment Strategies
  • YOLO: A Workshop for the Millennial
  • Moving Forward After Losing Your Partner
  • Moving Forward After Divorce



My goal is to listen and learn from my clients, to help make their financial dreams my priority with the focus of making the world of finance, retirement savings, investments and insurance easy to understand and then easy to implement and monitor.


My values are God, family, health, and work.   I share these because they are the cornerstone of how I live my life.  


I look forward to seeing you.