By having worked with clients of all variety, from those in debt to founders of public corporations, I know that no single approach is right for everyone. My mission is to answer your questions in a way that makes you feel confident to push past self-doubt. Whether our meetings together require getting into the details of a cash flow report, looking at colorful before and after charts, or simply brainstorming ideas – I have you covered.
Apart from office work, I enjoy working within the community to provide financial literacy and guidance. In 2016 I created the facebook group “Merrimack Valley Seniors and Caregivers.” This is a dedicated forum for local families and professionals to problem solve, share resources, and learn about upcoming events. Please join if you feel you can benefit by receiving support and connecting with others. Over the last few years I’ve also been invited to create presentations and speak on a wide range of topics, including financial planning fundamentals, women in the workplace, and elder care planning. Looking forward, I will continue my work with the Budget Buddies program that aims to empower women to take control of their finances through weekly education. I’ll also serve my first year on the North Andover Council on Aging, which will play a large part in the development of the town’s new senior center!
Evenings and weekends I’m likely to be listening to an audiobook, taking my family for a walk, and sampling take-out cuisine from a favorite restaurant. In the future I hope to resume international travel, but with 3 young kids and two dogs it won’t be happening anytime soon!
For more information on my education and career path, connect with me on LinkedIn.