Navigating professionals through rough waters of financial insecurity to smooth waters & a confident retirement.
Ship happens, and life can throw some serious weather our way—but with the right tools and a bit of planning, you can find smoother waters ahead. I help professionals that are worried about their financial future by offering free financial education, uncovering tools & options that allow them make meaningful changees now leading to significantly greater financial future. Navigating the complex wat
08/05/2025
Beyond the “Birds & Bees”, a conversation about long term care planning & costs with aging parents.
Beyond the Birds & Bees: Talking to Your Parents About Savings & Long-Term Care As a Certified Senior Advisor (CSA) in SW Florida, I assist seniors that find themselves in Skilled Nursing when it's clear their healthcare insurance is no ...
Navigating discussions with aging parents or a spouse about long-term care plans and costs? Let me assist with facilitating this conversation “beyond the birds & bees”!
https://youtu.be/yOhEGBKgNbU?si=mhqG-GdF6bYPocjF
07/31/2025
I know what I’m about to say makes me sound like a crazy cat lady….but, I’ve never experienced the sight of me causing someone to purrr! l am loved for sure!
07/06/2025
Sometimes we gotta get dirty! Cleaning the engine room before the real work begins!
03/11/2022
Love this group! Shout out to