Working in the mortgage and financial services industry for over 38 years, I have worked one on one with customers from all walks of life, with all different types of financial situations.
For the past 17 and a half years, I have been working with borrowers struggling to keep up with their mortgage payments. It has been such an eye opener to see that just by making fundmental changes and sometimes hard decisions, there has been significant success in keeping them in their homes. The realization has become that the common denominator is that there is a need for fundmental financial education.
Having completed the Financial Coach Master Training course through the Dave Ramsey organization, and receiving my certification, my goal is to work with clients and assist them in applying basic money management skills such as budgeting, eliminating debt, and building savings and wealth. These fundamental skills can result in a change in behavior and attitude where the client can make better choices wherever they are on their path to Financial Freedom..
