I have over 25 years of experience working in the accounting field and over 20 years working as a Certified Public Accountant (CPA). I worked as a personal income tax auditor at the NYS Department of Taxation & Finance for almost twenty years and four years at a small accounting firm.
My education, professional work, and personal life experiences led me to become a financial coach.
My husband and I were married very young and made many financial mistakes as a result.
During our marriage, I went from an under-employed high school drop-out to becoming a Certified Public Accountant in 2000, and he went from being a laborer to a machinist!
My husband and I have hired a financial coach and a financial planner in the past. The money was well spent as we were able to reduce our debt, increase our savings, and have the peace of mind that comes from telling your money where to go. Not to mention less stress and tension in our marriage. That is priceless!
We completely turned our financial world around: from bad credit to excellent credit, from arguing about money to being on a budget (aka spending plan) we created together. It was not easy, but it was worth it.
The MANY financial struggles we went through left me with a passion for helping others who feel overwhelmed financially transform their financial lives one step at a time!
I love to help my clients take control of their finances! If you are looking for confidential, compassionate, and nonjudgmental financial coaching, you have come to the right place. I bring my unique blend of knowledge, experiences, passion, and humor to help you begin a new financial journey!