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A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
When I was growing up, schools did not offer a “How to Manage Money 101” course. Yet adults are expected to just know how to manage the priorities of a family, mortgage, retirement savings, day-to-day expenses, and to anticipate surprises. I was never taught how to plan for an appliance breaking down, for when the roof starts to leak and needs replacing, or if the car breaks down and needs costly repairs.
Financial planning is a process and I work with my clients to help them reach their financial goals, while adjusting for any of life’s little surprises that pop up along the way.
As a Certified Cashflow Specialist, I introduce my clients to Cash Flow Planning so it's easy for them to:
1. Understand where their money goes,
2. Identify spending leaks, and
3. Stay on track with their financial goals.
My passion is working with my clients to help them plan for tomorrow while enjoying today. After a 16-year career helping clients with their personal home & auto insurance, I changed track to work with clients in personal finance. I believe that financial health is attainable with the right support, guidance, and education.