What is your story? Or in other words, what made you your awesome self you are today?
I became a client of my firm at the age of 13 when my single mom passed away unexpectedly. So, after over a decade of corporate experience in financial services, I decided to take my chances as an entrepreneur and “sit on the other side of the desk.” It’s been an amazing experience over the last 2 years, and I look forward to going to the office now!
What message do you promote?
Everyone deserves access to financial advice. Especially women, who are often juggling their finances, their partner’s finances, the family finances, and her business’s finances. It’s a lot for one person to take on, which is why the DIY approach so rarely works.
In what capacity do you LEAD UP in your community?
In addition to co-leading a networking group for women entrepreneurs, I am actively involved with my alumni association, the high school band program where my husband teaches, and a volunteer group of professional women.
In business and/or in life, share a struggle you overcame that other women can relate to
My husband and I have paid off over $100k in debt between the cars, the degrees, and the credit cards. That journey and the satisfaction of being debt-free (except for our mortgage!) has really changed how we approach money. It’s also let us get out of that vicious cycle of robbing Peter to pay Paul.
What is the most rewarding aspect of what you do?
The lightbulb moment. I love watching people understand something for the first time or find the joy that they can retire early, or feel comforted that their family is protected no matter what life brings.
How do you SHOW UP?
High energy, approachable, savvy, and straightforward. I’ve been told I walk the fine line well of being kind and being constructive.
If you could give one piece of advice for women who are entering the workforce or launching their own business what would that be?
Surround yourself with people that support you. You don’t need naysayers (and you don’t need toxic positivity either!) The biggest struggle of entrepreneurship is usually mindset…and asking for help.
As long as you’re cool with Zoom, I can work with anyone in the United States. My practice focuses on women entrepreneurs.