My Personal Story

One of my favorite questions to ask new friends and acquaintances is how they chose their careers. I love hearing about the important people in their lives that guided them to their career path or the light bulb moment that set them on their course. I feel so honored when folks open up and share…

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What’s Your Life Worth?

This month, the focus of my conversations with clients has been around life insurance and checking to see if they have adequate coverage to meet their financial objectives and responsibilities. Today’s blog post is a deeper dive on one of the benefits offered through your employer, life insurance. Did you know that you may already…

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Puppy Training and Financial Planning

If you haven’t already been introduced, meet Mac Wright. I joke with my husband that his middle name is Miller, as in Mac Miller, but I was told dogs don’t have middle names. I digress. Anyway, we’ve had Mac for over a month and in some ways it has been the longest month of my…

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