Specialties
About Me
My work involves encouraging families to learn how their money works, how to grow it, how to protect it, and how to position themselves to spend and enjoy more of it so they are happier now.
ADVOCACY- As the parent of an adult with Special Needs, I especially enjoy financial planning with families who embrace their unique gifts - a facet that should not limit the joy and security everyone works hard to achieve. SAFETY-As a retirement income specialist I help clients secure a retirement income stream they can never outlive and that takes healthcare into account. Clients learn how to preserve their wealth for generations to come. UNDERSTANDING-Learning new concepts and understanding old ideas more thoroughly requires time and someone to teach those principals in an unbiased platform. FACTS-Working as a financial instructor with the LEAP model, the rules of personal financial economics affect everyone. As your financial 'head coach' the concepts you learn will enable you to make coordinated decisions and help existing financial team members work together better to maximize enjoyment, reduce financial costs and risk, preserve legacy, and maintain flexibility and control without dismantling lifestyle. My clients master financial concepts, achieve success, and build liquidity and stability on their terms. They learn to recognize their potential for success and avoid the pitfalls of lost opportunity. Areas of my practice include: Private practice – Financial advisor to individuals, families with disabled dependents of all ages; WOMEN: - women's wealth issues; RETIREMENT: pre-retirees income planning; EARLY EARNERS - those who need a financial foundation. Financial Literacy Programs – through involvement with corporate human resource departments Academic contributor - Disability studies – Southern Arkansas University Endorsed Professional Associations – Texas Nurse Practitioners Association Endorsed Community Partnerships – Daymark Living, Waxahachie, TX; The Coventry Reserve, St. Paul, TX; Best Buddies
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Interests & Hobbies
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Credentials
MBA, ChSNC
Chartered Designations
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Disclosures
I am a Certified Special Needs Planner and very in touch with the disability community in North Texas as well as the supporters and participants of the same. Social security benefit coordination along with transition points, estate planning to fund independent living where possible without interupting retirement funding is the foundation of my work with many families.