Speaking
Financial Planning Services
You can’t just retire at 62 and suddenly be happy. It takes a thoughtful plan. And an advocate. Someone committed to helping you live your values. That’s what we do.
We take into account not just your financial resources, but also your plans and dreams. We do this with no formulas, expectations or pre-conceived ideas. The only thing that matters to us is that you live as closely as possible to the way you really want to live. And we have the skills to help you do it.
Financial Planning Services
Your mom understands you and is there to provide good advice. I am Your Financial Mom and I do the same thing for working families. Using the concept of Your Financial Tower, I simplify money concepts into processes that anyone can implement.
Prior to founding Pathfinder Planning LLC, I worked in Training and Development for several organizations creating and delivering programs and education. Through my current work, I have had the pleasure of speaking both live and in person to numerous industry groups, colleges, and civic organizations such as:
- XY Planning Network Conferences
- FPA Externship
- University of Texas Austin
- Wingate College
- Winthrop College
- Executive Women International
- All Saints Church Lake Wylie
- Lake Wylie Mom’s Club
- Local Elementary and Middle Schools
- Boy Scouts and Girl Scouts
#1 Most Requested Presentation: Your Financial Tower
Your mom understands you and is there to provide good advice. I am Your Financial Mom and I do the same thing for working families. Using the concept of Your Financial Tower, I simplify money concepts into processes that anyone can implement.
Prior to founding Pathfinder Planning LLC, I worked in Training and Development for several organizations creating and delivering programs and education. Through my current work, I have had the pleasure of speaking both live and in person to numerous industry groups, colleges, and civic organizations such as:
- XY Planning Network Conferences
- FPA Externship
- University of Texas Austin
- Wingate College
- Winthrop College
- Executive Women International
- All Saints Church Lake Wylie
- Lake Wylie Mom’s Club
- Local Elementary and Middle Schools
- Boy Scouts and Girl Scouts
#1 Most Requested Presentation: Your Financial Tower