I have always been passionate about finding ways to deliver sound financial planning advice and cash flow to those who frequently don't access financial planners. I retired from implementing and directing financial planning at large institutions and went to the College for Financial Planning to design the Capstone class and teach. I have now left the College for my exciting adventure in delivering Financial Wellness programs through companies and to individuals through a model that combines educaiton, coaching and peer support...we want to be a combination of weightwathers and fitbits for money! Our goal is to help people get what they REALLY want from their money!
My other passion is applying behavioral economics concepts to financial planning and how that can make it easier for clients to act. I proivde training and consultation and write on the topic. Oh, and I want to have some fun along the way.