Finance Friend, Advisor, Author & Educator
Current- Educate people in financial health- Consults and evaluates individual financial situations - Help people alleviate financial stress and anxiety- Finds the holes in personal finances- Teach people how to plan, save, spend and live life to the fullest- Created the Magical Budget Binder system for personal finance organization- Author of Permission To Spend, a best life finance workbookAdvise on: o Tax-Free Retirement Planningo Living Benefits Life Insuranceo College Savings Planso Retirement Savings Preservation and Accumulationo Long Term Financial Security and Income for Lifeo Distribution and Legacy Planningo Estate Preservation