Can you imagine what it would feel like to have enough money to fulfill your dreams? Do you sometimes wonder what is holding you back? As a financial coach and independent investment consultant, We help you uncover your “money story” and help change your attitude about money from fear and scarcity to confidence and abundance. We focuses on helping busy, professional women like you realize both your career and personal aspirations by prioritizing your financial goals, offering you practical solutions using your investments and insurance resources and helping you gain a better understanding of your unique needs.
My background includes working for an estate planning firm, small business law, direct product sales and owning a bookkeeping firm. However, it was her knack for managing her own family’s financial resources and making wise investments to successfully pay for three college educations while planning for retirement that ultimately provided the motivation for Mary to become a financial coach more than 17 years ago.
I have been published in Central Ohio’s Business First, the Daily Reporterand featured in Columbus C.E.O. Magazine. I have also appeared on “Good Day Columbus.” and I author a monthly e-newsletter "Dream. Plan. Achieve.”
As an active member of the community, I am a member of National Association of Women Business Owners (NAWBO) and Women for Economic and Leadership Development (WELD) and have served on numerous non-profit boards.
If you have any questions or would like to meet to discuss your financial plans, please contact me.