This is my life's mission...
Growing up I was always interested in money, but ironically I didn't really "get" how it all worked until several years into my career as a CPA. I had a degree AND a license in money and still didn't get it, so I totally understand why personal finance is such a conundrum for others. My mission is to simplify and de-mystify money for even the most numbers-averse so you can find your own version of financial bliss.
My own path to financial bliss recently lead me to leave a secure, well-paying job as a financial wellness coach without a specific plan for what's next - yes, I have this coaching website and business, but it's mostly here so that I can help people who ask, which is why you don't see me hustling on social media. I made trade-offs and saved a lot of money so that I don't have to work right now and I'm currently relaxing into life, coaching people who ask and earning money when the opportunity presents itself, but spending more time not working. Call it semi-retired, call it a sabbatical, or maybe don't label it. I got tired of the hustle, was worried about my physical health and feel compelled to just be for now.
Hopefully I can serve as a role model for others who feel like there's something more for them beyond just working for a paycheck until they're what society considers "old enough" to retire - I'd love to help you define your own version of financial bliss, then do the work together to remove the obstacles in your way so you can live it sooner than later.
Throughout my career as a CFP® professional and financial coach, I've worked with over 2,500 individuals and couples on all aspects of their money. My philosophy is that there is a technically correct answer to every money decision, although we sometimes may not know that answer until it's too late to change the path. But there is also a correct answer for YOU, and those are often not the same thing. My role as a financial coach is to help you understand the pros and cons of your decisions so that you can make your choices with confidence and joy.
For people who aren't even in a place yet to be discussing decisions, my role is to help remove the shame and help you see a clear positive step to begin the journey. Each person's path is different - it's my privilege to help you determine yours and get comfortable along the way!
CERTIFIED FINANCIAL PLANNER™ professional
CPA/PFS (PFS = Personal Finance Specialist, a designation awarded by the AICPA exclusively to CPA financial planners.)
I spent over 5 years as a financial wellness coach for the only completely unbiased workplace financial wellness provider in the nation. Remaining unbiased is of the ultimate importance to me, which is why I'm not aligned with any financial services companies.
I keep a worm compost bin in my office.
My husband and I foster cats through ALIVE Rescue in Chicago.
My favorite job ever was bartending at Scott's Harbor Grill in Traverse City, Michigan, my hometown.
I am an expert on Health Savings Accounts and household recycling (I said this was random!)