Most of aren’t taught how money really works. Most of us are taught to get a good education, find a “good paying” job, put some money in the bank and use the company’s retirement plan and benefits to prepare for the future. What we aren’t taught is how to secure those savings and what happens if we change “jobs” for a different company. How do we protect ourselves if another 2008 crash or crazy pandemic happens again?
I am a family oriented financial professional. My focus is educating middle income families like my parents who were never taught about all the options available to them. I grew up in Southern California in a two-parent household with one sister. My dad was an electrician who served in the Army and my mom is a Nurse. Even though my parents made a decent income, there never seemed to be enough money for them to save for retirement. Both my parents come from large families and weren’t taught the value of financial education. They did what their parents did and put a little money in the bank and when the 401K was created, they used that for a period of time. Those habits were then passed to the next generation, myself and my sister.
There are so many more options available! I focus on teaching my clients about all the options available and the importance of using all of them. My philosophy is to never put all your eggs in one basket. My clients appreciate the fact that I don’t focus on one product or one solution and encourage them to be diverse. Through education, not product, the families I have the honor of working with find themselves better equipped for their financial journey. No two situations are the same so having the ability to customize plans is another reason my clients enjoy working with me.
As a mother, and now grandmother, I want to change the trajectory of my family. Talking about money and how money works was such a taboo topic for my generation. Money is not everything but it’s right up there with air. If a person can’t breathe, they will die and without money and proper knowledge about money, financial struggles follow. I want to teach my children and grandchildren that talking about how money works is as normal as talking about what they ate today. Knowledge is only power when that knowledge is applied!
If you are looking for a way to change your future while helping others change theirs, let’s talk! I help ambitious, growth minded professionals transition into a role that rewards their performance. You don’t need to work harder, you need a better environment!
