Latest Content

Money and Happiness: Building (and Buying) Your Happiness
Jan 10, 2024
Podcast Episode
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I am an energetic worker completely focused on bringing comfort to the client experience by staying dedicated throughout the life of the relationship, and generations of the family. Perfectly fit with the philosophy of my team, I help clients have a better relationship with their wealth through financial therapy, coaching, organization, and keeping a pulse on what is most important to them. Reach out if you are interested in financial coaching, financial therapy, or learning about how to build a personal money mantra to accompany your investment strategy.

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podcast episode