Currently I help in the creation, and distribution of materials to educate CFPs and their clients on all aspects of financial planning.
My career spans 25+ years in financial services and financial communications. Whether your goals were around your retirement, childrens' education, parents' ...
more
Currently I help in the creation, and distribution of materials to educate CFPs and their clients on all aspects of financial planning.
My career spans 25+ years in financial services and financial communications. Whether your goals were around your retirement, childrens' education, parents' health care, and/or your estate planning, I helped manage priorities to attain greater financial security, create an action plan and implement them with you. Now I write about these subjects or edit them!
less
Latest Comments