I believe that the true meaning of financial security is the ability to make changes and decisions in your life without having to worry about money. I also believe that when it comes to financial decisions, there is usually a technically correct answer and then there is the best answer for YOU. My mission is to help you understand the pros and cons of your own decision so that you can move forward with confidence.
As a financial wellness coach, I hold the CPA/PFS license and am a CFP® professional, but I don't sell any products or manage any money. When I'm not writing, I'm working one-on-one with people through an unbiased financial wellness provider or I'm hosting workshops and webcasts for groups of people seeking to learn strategies, tips, hacks and best practices for making the most of their money. I'm also a member of the AICPA Consumer Advocate Council and am frequently quoted in the press on financial literacy issues facing Americans.
I love to apply my own money lessons to my writing as well as break down some of the more complicated financial planning techniques into plain English. My goal in life would be for all people to feel able to make their own financial decisions with confidence, being fully aware of the pros and cons of the decisions they are making.
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