My entry into this field was a default event. The dot-com crash forced my hand as opportunities in the accounting systems industry dried up. My next move was to personal finance.
As time passed and the licenses and experience accumulated, I found that financial education was of greater interest than financial advising. That led to contracts with major health insurance and financial companies to help educate their clients.
During that journey, I encountered organizations offering what they claimed was “Financial Wellness.” Although I applaud their efforts, it wasn’t what I had expected.
So, in 2017 I created an LLC to join a movement to offer a more holistic approach that helps individuals take control of their financial lives.