I had 2 formative experiences at very different stages of life:
When I was young, my parents taught me the power of saving and how I could not spend my money now, in order to buy what I wanted later. This became a big part of my learning and thought process throughout life.
The second experience was when I was driving with a family member who said they always saw me being good as a financial adviser, given my inclination to want to help people, and being good at dealing with personal finances.
Without these 2 moments, I don't know if I would have become the person that I am today. These were formative for me and they seemed so small at the time. I could have easily gone my whole life without these insights. I was lucky enough to be given these 2 bits of insight, so now I spend my life trying to pay it forward by teaching, coaching, mentoring, and counseling others to have direction and purpose with their finances.
I am passionate about 2 things: people and how to learn more to help people. Finance is fascinating to me, so I want to know everything I can to truly empower people that I work with. In short, I'm passionate about getting better at my job, to make others better at reaching their goals and enjoying that moment when a person can sit back, relax and let out an, "aawwhh" of relief, because they got to their destination financially, emotionally, and mentally. If my clients don't get to experience that feeling, then I don't either - so we are completely in this together.
My Three Golden Rules
- Treat others how they want to be treated.
- If you don't know, ask.
- Perspective makes all the difference.
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.