Let Your Finances Deliver Your Desires
Are you feeling financially depleted? Emotionally depleted? Or just depleted in life? Let me help you create a system so that your foundation is on solid roots where you will not crumble. Let’s create this foundation for the leadership and mastery of your financial needs.
Did you know that the U.S. consumer debt is $3.4 trillion? Did you know that the average Illinoian is carrying $5,933 in credit card debt? Let me educate you, support you, so that you don’t fall into the credit card trap. I will help you plan your lifestyle so you can create your desires.
What is your biggest financial mistake? Believing you know it all. Books don’t tell you everything. Let me help you get to your true financial heartbeat of your true financial wealth.
For those of you who feel you can do this all by yourself, please take a moment and see if you really have a handle on this. Don’t go down the road where you end up in a financial ditch! Let me be your money mentor. Restoring harmony and balance back into your financial life.
The money you invest in me today will come back to you one hundred thousand fold in the next 20 years! Guaranteed!
What I will Do For You
I will get to know you and personalize a plan to make your money work for you rather than against you. We will plan your growth to the next financial level!
- Automate your bills
- Categorize your expenses
- Consolidate your income and investments
- Expense reports
- Organize bank records, tax documents, files
- Prepare pre-mortgage qualification package
- Small business accounting
- Prepare taxes
- Prepare a debt reduction plan
- Help with divorce financial paperwork
- Simplify and make your life easier
- Prepare a personalized program to teach you how to do this if you choose
As my business has evolved I am now coaching which has become a very popular option! As a Financial Coach all of the above is discovered, developed, and conquered. We will also explore various areas of how and why you got to where you are and how changing your spending habits can help you succeed and prosper in all areas of your life.
Prepare for Divorce Service
During a divorce your financial thinking is not clear. Your emotions are all over the place and it is a perfect breeding ground for mistakes and overlooked items. This is not the time to run that risk. You are not alone. Let me help you with important financial decisions that will last a lifetime.
As a CDFA® (Certified Divorce Financial Analyst) I have gone through rigorous training and numerous hours of testing to become an expert for clients as well as law professionals. For clients I offer compassionate, professional expertise from helping you to fill out your financial affidavit, understanding your retirement value, through all the tax implications after your divorce. For lawyers I provide an expert strategist to relieve the financial burden off of you and save you time and money to more efficiently and effectively finalize a decree.
I will alleviate your money concerns. By objectively and strategically looking at your marital and non-maritable finances, I can save you money on your divorce. Here is some of what I do.
* Determine the short-term and long-term effects of dividing property;
* Figure out the tax issues;
* Analyze pension and retirement plans;
* Calculate the present value of a pension;
* Determine the cost basis and capital gains on the sale of the marital home;
* Determine if the client can afford the marital home, and if not, what he/she can afford;
* Evaluate the insurance needs of the client
Why You Need Me
I am passionate about the value of knowing where your money flows. Develop a relationship with your money and your dreams will come true.
- CDFA® (Certified Divorce Financial Analyst)
- Master of Arts in Education
- Published thesis Personal Financial Literacy
- Personal Financial Planning
- B.A. in Accounting
- Public Accounting Experience
- Tax Experience
- Quickbooks Online Certified
- Certified Business Education Teacher
- Member of American Association of Daily Money Managers
- Illinois Life Insurance Licensed