Business Description:
Our mission is to bridge the financial gaps and educate and empower people, especially women, with the information and tools they need to make better financial decisions and to gain control of their financial future,
I am a Financial Educator, Retirement Income Strategist, Public Speaker, Author, and Documentary Film Co-Producer.
Over the years we have conducted hundreds of live workshops for businesses, non-profit organizations, educators, law enforcement agencies and many others,
How Business Creates Value:
The typical financial planning environment has become so constrictive and limiting. Clients are sold a “one size fits all” financial plan with high fees that actually makes money less efficient while putting investors at risk of potential losses and increased taxes.
We think “outside of the box” in our approach to teaching financial literacy and strategies to create and preserve wealth, rather than building on the agendas of financial institutions, Wall Street and the government.