“Money is a tool. Managed well, it helps turn ideas into realities.”
“If you influence a young person to begin saving while they are young, you can help them have the freedom to choose whatever path they dream of in life.”
“Millionaires know that a budget isn’t a spending restriction, but rather a spending plan of action.”
“Good financial advisors don’t make decisions for their clients. They help clients make their own decisions better.”
“What are the keys to success in finance? Very simple: having a plan that includes rationality, structure and discipline and then implementing the plan.”
“Effective financial advisors should be in the financial services sector, but not of it. They put the needs of their customers first.”
“Asset protection. Cash-flow management. Risk management. These are just technical terms for tools to help make a client’s life feel more secure.”
“Life is a path. Planning for its various twists and turns is what Retirement Pathways is all about.”
“An estate is a form of expression. It says something about a person. Helping to make that expression the best it can be is part of my job.”
“Whenever the financial consultant, attorney and CPA work together for the client, the client is better served.”
Financial education is a passion of mine. I’ve shared this teaching adult courses at Bellarmine University, workshops, and volunteering for non-profits including Junior Achievement and the National Association of Women Business Owners. As a 20+ year veteran of Fortune 500 companies, I have an in depth financial understanding. My formal education includes an MBA from Webster University. I began my independent consulting in 2004 because I believe that many investors are poorly served and are not making the connection between how they are investing and their future retirement income. I only work for my clients and do not accept sales incentives. When it comes to helping you secure your financial future, my focus is on your interests. Let’s get started!
What are you
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- FourBits NewsletterA personal financial planning newsletter with articles on tax, investment, retirement, and estate planning.