Financial Services - N/A, N/A, N/A
If you or a loved one has reached a point where managing daily financial tasks has become difficult, call or email me for a free consultation. I help my clients with daily money management, tracking expenses, creating a spending plan, organizing financial records, debt management, and setting financial goals. As a Chartered Financial Consultant® and a Chartered Advisor for Senior Living®, I am trained on all aspects of financial planning and specialize in working with seniors. Both of these designations from The American College require adherence to a strict code of ethics, as well as experience and continuing education requirements. I have a bachelor's degree in business administration from Central Washington University where my studies were focused on their finance curriculum.
Apache