Welcome & thank you for visiting my website!
I have been an Insurance and Financial advisor for over 15 years. I joined this industry after experiencing the financial hardships of not having life insurance. My ex-husband died of cancer at 43 – my boys were 12 and 14 – he had no insurance at all. It was devastating financially for his new wife, and me, a single mother relying on the child support. Making a difference to families and single parents to prepare for the unexpected became my mission… one person at a time. It inspired the logo of the starfish in my branding. (see poem below)
Over the years I have helped hundreds of women and men with risk and wealth management, even my own life was dramatically changed through education and support from women in my industry and self-help support groups. What became apparent after a few years though, was that the traditional ‘Financial Planning’ model that I was taught was not working, especially for women.
I am a ‘Money Relationship Specialist’
In my experience the number one reason is that we do not have a relationship with our money. Well we do – but it is a totally dysfunctional one. When do I get the phone calls? When you are forced to deal with it – due to divorce, death, birth of children or change in employment. In other words we don’t pay attention to it until we are in extreme, life changing circumstances and we have no choice. Until this time, women will keep supporting this dysfunctional relationship because we are afraid of it and fear failing and we are fearful that it will reveal all our weaknesses – which can lead us to shame. It becomes far easier to ignore the issues all together. But the longer we ignore it – the worse it gets and then we fear that it is too late to even try.
It’s just common sense, right?
I have sat down with hundreds of people who told me that they wanted a different financial life than the one they had. Some wanted more money. Others were looking for peace of mind, more possessions, the ability to communicate better with their family about money, or they just wanted the tools to manage their money. They understood the ‘common sense’ principles, but they kept unknowingly, sabotaging their plans. Why? Because I discovered that our issues with money are – not usually about the money.
Here is an interview of me with Peggy Richardson of “Wizard of E-Books and Host of “Newsy Jacuzzi”. This was a lot of fun and a first being interviewed in a hot tub!
I use the starfish in my logo because of this anonymous poem…