Featured Advisor

What a CCS™ Can Do for You:

A Certified Cash Flow Specialist is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.

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What makes me so passionate about what I do is that I am able to take people through a process called "Discovery Process" checking in on 9 points around the resource of money and seeing the results which are magnificent.

People are walking out after each session with a very different understanding of their relationship to money in all 9 areas; spending, earning, beliefs, knowledge etc. It is such an unbelievable feeling to see individuals and couples shift their perspective when seeing through the lenses of their shared values and actually laughing and having Fun with their finances rather than dealing with them in Fear.

Why Behavioural Cash Flow Management™?

The most important aspects of Behavioral Cash Flow planning is that it is helping people to create a healthy relationship with money. We all seem to begin our connection to money with feelings of fear or scarcity and this process offers a more personal approach, drawing on their personality traits and to identify which money solutions suit you best and which do not. It is like a Roadmap of a way forward, starting with where you are right now. I am your coach that guides you through the process

Dreams and Goals

My Dream is to to help others create a healthy relationship to money. Over 35 years ago after a separation with two children, I was so desperate that I had to apply for a month of assistance to feed my kids and talk about Shame, not only was it embarrassing, it was so difficult a process that I said to myself: This will never ever again happen in my Life.

Today I am in business for 25 years and started with a 10,000 line of credit as even the banks would not lend me money to start an investment and insurance business. I now see that persistence and resilience is what has led me to my success and now I am here to guide others through whatever situation they may find themselves in. My home is at the lake in nature and exactly what I had Dreamed.

What Problems I Solve:

A common problem is that people just don't know where they are right now or where to even start. Once we do our first 3 sessions of mapping, they almost have a feeling of Relief.