Why work with me rather than a financial planner?
I am an Accredited Financial Counselor (AFC) and Accredited Financial Education Instructor (AFEI). I do not sell investments or manage money. There is never a conflict of interest. I educate and empower clients so they:
- Understand their financial options
- Comprehend the short and long-term pros and cons of those options
- Feel more confident while making financial decisions
- Have access to financial calculators and other helpful resources
Founder & President, Life Cycle Financial Fitness
· MBA – Vanderbilt
· AFC – Accredited Financial Counselor
· AFEI – Accredited Financial Education Instructor
· Rule 31 listed mediator
· Instructor at University School Evening classes – How to Talk to Your Honey About Money – Premarital financial counseling and How To Get a Financially Smart Divorce.