My Vision and Core Values

I am your financial advocate, enriching your life and health by helping you shift to a positive and active mindset, use your money tools wisely, and enjoy an active lifestyle. I bring…

TRUST

Like a trusted family friend, I help you turn good intentions into actions so that you and the lives of those you care about are well served.

EDUCATION

By sharing knowledge, experience, and resources, I’m a catalyst for positive change to help you live what you value.

COMFORT

After working with me, you will feel calm and peace around your financial decisions. You don’t have to do this alone. Let me help you enjoy less worry, more life!

MY VISION FOR YOU

MIND: Happy with Life; MONEY: At peace with your tools; MOTION: Grateful for good health