I began my professional life in multi-media marketing and advertising. My expertise was Strategic Marketing for Small Business. I helped small to medium sized companies grow by gaining recognition and market share. Finding what was unique about each business was the first important step. Determining the owner’s precise goals was the next. Combining the two resulted in a solid base for a carefully crafted marketing foundation. And that foundation made all the difference.
As I spoke to women in business over the years, the conversation would often touch on their own financial goals. Women face unique challenges throughout their lives. That often turned to their concerns about retirement. I began to see how many were not prepared. Many said they were plainly scared. It seemed most women were not quite sure of how best to go about it or who to talk to. Many felt intimidated or misunderstood by a male-dominated financial planning industry. I saw a real need for safe, practical financial planning solutions that work for women and their families.
I decided to specialize in helping independent women secure their financial future. It was an easy transition. My expertise in creating strategies for small business owners was right in step with helping women create a strong financial foundation based on their unique situation and goals. It also satisfied my personal goal of making a positive impact in people’s lives. I became a licensed Insurance Advisor, then Certified Trusted Advisor, and finally, earned the designation of Registered Financial Consultant.
I founded Secure Solutions for Life based in Worcester, Massachusetts to be many things. A sounding board for women. A place where women find the practical, financial planning answers they need and the sound financial advice they want. Where they discover understanding and help – from a woman’s perspective. Strategic thinking, education, and planning – for women, by women – for living life now and getting on track for the future.
Knowledge is power.
I have always believed in education as the foundation of success. Back in the day, I held workshops for small business owners, teaching them how to effectively market and advertise by understanding how these processes worked. Now, as a specialist in safe retirement financial strategies, I continue to advocate clear, transparent consumer education. I am a member of the SafeMoney Client Education Program and advisor community. This association provides individuals with a nationally respected source for non-biased retirement planning information and advice.
I am also the local Chapter President for AFEA, the American Financial Education Alliance, a national, financial education, non-profit organization. AFEA works to give back to the community, teaching retirement planning at local colleges and community centers.
Both affiliations provide unbiased financial education to empower people’s lives.
Contact us today for a complimentary retirement analysis and to learn more about how easily you can make the secure life you want – now and in retirement – a reality. Our team of Financial Planning Professionals are ready to help you.
One last note
I am especially grateful to three people who most changed my life: Shrimatee Ojah-Maharaj, Misty Pierce, and my Financial Advisor Coach, Jeremy Nason. Generous, intelligent mentors and steadfast friends, their expertise and unwavering faith in me as a fellow professional and educator, opened horizons that changed my life. I could not have had better, more dedicated, or more inspiring mentors. My sincere thanks to each of you.
“I am excited to discuss the wide array of solutions we can offer you to help provide you with peace of mind, now and in retirement.”