What does the phrase "financial security" mean to you?
Does it mean being debt-free? Having enough money to take a year off
work? It might just be paying your bills in full every month with a little
extra to save or spend.
There's really no wrong answer – money, and what it means to
you, is personal. Above all, I believe financial
security means having choices.
The choice to
change careers or leave a job that's not right for you. To stay home with the
kids. To start a business. Or simply the choice to remain on the same path, but with the knowledge that you are choosing that path rather than being trapped by money.
This is my basic philosophy about money and I am passionate about sharing it with everyone so that they can make better choices and feel financially secure. You can find me writing the occasional blog post for Financial Wellness at Work, or through various press interviews. As a National Spokesperson for financial literacy and through writing, social media and speaking, I am always looking for ways to spread the message and inspire people to action. Check out the video below to see me in action.
A Trusted Adviser - CPA Secrets to a Better Business
Do I work with clients? Unfortunately, no. In my current job role as a Resident Financial Planner for Financial Finesse, it would be a conflict of interest. But I do have a roster of trusted friends and resources that I am happy to pass along - just send me a note about what you're looking for and I'll try to point you in the right direction.
Need an energetic and informed speaker for your event? Book me to speak at your next event! Contact me for rates and availability.