Awareness ~ Empowerment ~ Action
This transformational collaboration was created specifically for individuals, business owners, and nonprofit organizations who seek the opportunity to align their financial choices with their vital life purposes and intentions.
We can all become overwhelmed, experience resistance, ignore options, or otherwise fear change rather than make a game plan of how we truly want to live and increase our ability to move closer to our desired visions. And nowhere is this more evident than in our personal and cultural financial lives. It’s time now to move beyond the old paradigms and perspectives we absorbed that put limits on our capabilities, expectations, and meaningful outcomes.
So, I’m on a mission to transform financial awareness, empowerment, and action…to actively assist motivated people to better embrace changing situations, learn how to make conscious personal choices, develop personal confidence integrating financial health and wellness, and define financial abundance based on their own life purposes and group missions.
Credentials that prepare me to be a technical financial expert
College Education: Bachelor of Music/Management (Piano & Voice) Hartt School of Music, MBA in Finance & Masters of Science in Taxation (University of Hartford)
Professional Certifications: Certified Financial Planner ™ professional, Certified Public Accountant (NY)
Years of Experience: 25+ years in the fields of taxation, financial planning, business start-up and growth, financial education presentations, guest speaker in college classes and community courses, and a leader on comprehensive planning and financial stewardship
Life Skills that make me an effective planner, communicator, and implementer
I’ve experienced many life changes and transitions personally, including marriage and divorce, job and business changes, moving between states, caring for friends and family members, shifting career focus, managing real estate/renovations, animal caretaking, mastering proficiency in a variety of other personal skills and interests, and many other shared collaborations.
I am a continual student of learning, listening, figuring out alternative and creative ways to reach goals and visions, being persistent and engaged, connecting with and following up on behalf of clients, and focusing on practical plain language solutions that really work.
And, most of all, I am dedicated to sharing all information, support and vision with everyone…so you too can define your own meaning of success, reach your important goals using conscious choices, and truly enjoy the benefits of your own life manifestations.
Music; Healing Arts Collaborations; Animal and Environmental Stewardship; Financial Education and Literacy; Shamanic Practitioner