My own financial journey has had a lot of ups and downs, making me the strategist I am today. There was a time when I was expected to do everything as a single mom with no child support— make the money, pay the bills, take care of the daughter, make all the financial decisions, you name it.. I learned a lot even before entering the financial world.
Well into my career, my parents became ill, they could no longer live alone and care for themselves and I felt in my heart to take them in. This was not part of my financial plan, or daily life plan. My parents never anticipated these circumstances in their life, it was hard on them, but it also changed everything for me. They didn't have a plan. Not only was I working as the VP over a region, I became a caregiver and had to learn not only how to help my parents with their activities of daily living, I had to now finance their lives along with my own.
This real life experience reinforced the critical importance of not just financial independence, but also of emotional resilience. This time transformed me into even more than a financial strategist; it made me a guide for others facing similar challenges, helping them navigate their paths with courage and wisdom.
Today, as President and Wealth Manager of Waves of Life Wealth Management alongside my insurance agency, I'm dedicated to helping people see the full picture of their future and manage their assets with a comprehensive compassionate approach. .
I love helping people who are driven, motivated, and also willing to admit they don’t have it all figured out. I believe in the power of financial strategy which aligns with your purpose, transforms lives and creates a positive ripple effect.
If any of this resonates with you and you want financial success without the overwhelm or stress, then let's connect. Message and we can schedule a call. Together, we can explore how we can collaborate towards your success.