Learning new concepts and understanding old ideas more thoroughly requires time and someone to teach those principals in an unbiased platform. Working as a financial instructor with the LEAP model, the rules of personal financial economics that affect everyone and working as your financial ‘head coach’ enables clients to make coordinated decisions and help their existing financial team members to work together better to maximize enjoyment, reduce financial costs and risk, preserve legacy, and maintain flexibility and control without dismantling lifestyle.
My clients master financial concepts, achieve success, and build liquidity and stability on their terms. They learn to recognize their potential for success and avoid the pitfalls of lost opportunity.
Areas of my practice include:
Private practice – Financial advisor to individuals, families and business owners
Financial Literacy Programs – through involvement with corporate human resource departments
Academic contributor – Disability studies – Southern Arkansas University
Endorsed Professional Associations – Texas Nurse Practitioners Association
Endorsed Community Partnerships – Daymark Living, Waxahachie, TX; The Coventry Reserve, St. Paul, TX
As the parent of an adult with Special Needs, I especially enjoy financial planning with families who embrace their unique gifts – a facet that should not limit the joy and security everyone works hard to achieve.