About

For over 25 years, I’ve helped individuals and families from Hawaii to Virginia build their money skills though coaching and education. Now, I am building a community of people that are confidently pursuing their hopes and dreams. Together we are traveling the world, living out our true purpose while raising the next generation to thrive as our legacy. We know you want to be financially independent. In order to do that, you need to have money to make the choices you want to make. The problem is few of us feel fully prepared to make all the financial decisions we are being asked to make. You may sometimes feel ill-equipped and quietly wonder to yourself if you are making mistakes that could tank the wealth you’ve built over your career. We remember when we felt ill-equipped too, which is why we like to work with women, families and business owners. We believe these groups especially deserve to feel confidently independent when dealing with their money.

Tags : #InvestmentAdvisorRepresentative

Location :
Irvine, CA

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