From a young age, financial health has been very important to me. Whether it was watering flowers for my parents and neighbors to save for my first set of golf clubs, or being frustrated that my mom was "taxing" my money for savings without my say so, making sure I was secure for my financial goals and had a plan was always important.
Now I have the opportunity to help others work to reach their financial health goals as well. I work with small business owners to make sure they're financially healthy as well as to help them make sure that they offer the best opportunities for their employees to be as well, through both education and financial planning. I also work with individuals, regardless of where they're at in their financial health journey. It can be just starting out and creating a life-long financial plan, planning for children and school, or planning on how to spend some of your hard earned money in retirement!