Not Sure which Financial Goal to Tackle First?
”Don’t Put ALL Your Money in One Bucket” is an online self-paced course that you can complete in less than an hour. It is designed to help you prioritize and set S.M.A.R.T financial goals. It also shows you which investment or savings vehicles are most appropriate to each goal. By the time you are done, you will know what financial goal(s) you need to start working on now.
With over 15 years experience in the financial services industry, I am the founder and CERTIFIED FINANCIAL PLANNER™ professional of Your Story Financial, LLC, a virtual, fee-only fiduciary boutique firm committed to helping women and #STEM professionals oversee their financial affairs. Your Story Financial was established in July 2016 and is a Registered Investment Adviser in the states of Florida and Arizona, and we service clients throughout the United States. At Your Story Financial, we believe everyone has a story, especially when it relates to one’s finances. I help clients create their financial success story, one chapter at a time.
I am originally from Columbus, OH and graduated with a B.S. in Electrical and Computer Engineering from The Ohio State University. Soon after working as an engineer and taking on various roles, I decided to pursue my purpose in promoting financial literacy and financial planning. In 2004, I changed careers and began working with a global financial institution. Five years later in 2009, I became a financial advisor with a national broker-dealer firm and began assisting professionals, business owners, married and single women with their financial futures. After seven years with that broker-dealer firm, I launched my own firm which allows me to continue to promote financial literacy and stay true to my vision to provide financial planning regardless of one’s age or accumulated assets. In addition to helping clients achieve financial success, I enjoy spending time with family and friends, hosting line dance parties, reading a good non-fiction book, watching historical documentaries, and spending time with my husband.
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