♆ Welcome

starfish Welcome to my Financial Wellness site. To me, Financial Freedom means having choices in life. To get there, It means making our financial health as important as our physical health.

  • Hope is not a good financial strategy
  • A dollar saved, is a dollar you do not need to earn
  • Knowledge is power

Life is all about heart – people first.  I am here to help you with what is important to you.  My goals would be to:

  • Make numbers easy
  • The seemingly complex made simple
  • Help you Thrive rather than Survive 

My  vision is to make financial education Affordable & Accessible by serving as a resource for people to obtain 1 on 1 assistance to get answers to their money questions. We would work together to help you reach your financial goals. I would be the “compass” and provide information to help you decide how you want to “steer your financial ship”.

 MISSION 

To help people (small business owners & individuals) make smart financial decisions and avoid expensive mistakes by providing the resources needed to educate, empower, elevate, & protect their financial status.


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