Wealth is more than money. It involves the physical, emotional, spiritual and relational areas of our lives. They are inextricably interrelated as I learned in my divorce.
When my grandfather died at 62 my grandmother didn’t know how to write a check. My parents divorced when they were 55 and they had not money saved for retirement. I was fortunate to have a grandfather that sat me down at age 13 to teach me the fundamentals about money. These experiences left me wanting to give back in a way that could create positive change for real families. This desire grew and led me to leave my 20-year career in technology; going back to school mid-life and obtaining my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2010.
There is no greater joy for me in my work and life, than to know that I made a difference in the lives of others. I want you to have choices. Your peace of mind & financial well-being are my goals & commitment to you. My philosophy around life and wealth starts with a core belief that we can grow and thrive in any circumstance. That "our present circumstances don't determine where we can go; they merely determine where we start”- Nido Qubein.
We just have to take that first step, so call to schedule a Q&A Call
As women, we have unique challenges, and as we are more and more becoming the equal or primary breadwinners in our homes, our challenges are growing. And these are not necessarily solved by living with a partner in a committed relationship rather than marrying, or remaining single. We make less and save less than men, and often care for others ahead of ourselves and that needs to change. Financial self-care is an act of self-love and allows us to better take care of those we are committed.
Being a fiduciary that provides “fee-only’ financial planning and investment management services to individuals, families, and businesses is an important distinction to me. As it allows me to be unbiased in my advice and recommendations as no commissions are ever received.
As part of my commitment to financial education and advice I’ve worked with the AZ National Guard around financial literacy, volunteer with both Fresh Start Women’s Foundation in AZ and Savvy Ladies in NY since 2013, serve on the Board of Directors for Alisa’s Angels Foundation and Maricopa Association of Family Mediators and served on the Financial Planning Association Board of Directors in NY & AZ.
Change Your Financial Future! (click to see video)
Read some of my articles below (by clicking the title):
Tips for the Softer Side of Retirement Planning
5 Retirement Assumptions You Can't Make Anymore
Should You Keep the Family Home in Retirement?
We Divorced and Dating, How Do We Handle Long-Term Financial Decisions?
I'm in College. Should I Start Saving for Retirement?
Five Tips for Surviving Grey Divorce in Retirement
Member of the following Organizations: (See profile by clicking org name)
NAPFA (The National Association of Personal Financial Advisors)
CFP (Certified Financial Planning Board)
FPA (Financial PLanning Association)
Mariccopa Association of Family Mediators (MCAFM)
Institute For Divorce Financial Analysts (IDFA)
Disclosure:
Being in Abundance LLC (“BIA”) is a registered investment advisor offering advisory services in the State(s) of Arizona and in other jurisdictions where exempted. BIA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Registration does not imply a certain level of skill or training. Being in Abundance’s web pages are limited to the dissemination of general information pertaining to its advisory services together with access to additional investment-related information, publications, and links. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute in the state where the person(s) resides. Any follow-up or individualized responses to a prospective client or consumer in a particular state by BIA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information pertaining to the registration status of Being in Abundance LLC, please contact the state securities regulators for those states in which BIA maintains a registration filing. A copy of Being in Abundance LLC ‘s current written disclosure statement discussing its business operations, services and fees is available at the SEC’s investment advisor public website - www.advisorinfo.sec.gov or from the footer on the BIA website.
