Money
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money
management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing
where you may be able to put your excess cash to work.
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Have you ever needed Financial Guidance, but instead got a sales pitch for specific products or service without the Advisor even understanding your specific situation or what you wanted accomplished?
My passion for helping clients get better financial outcomes came from years of being a single parent balancing work and children. I experienced firsthand the lack of personalized financial guidance in running my household and consequently, made costly mistakes.
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