Get my latest 'Dear Addie' posts and videos answering all YOUR money questions, sent directly to your inbox! I will help you navigate the financial tangle, so you can become an organized, empowered money dynamo. If you have no idea if you are on track to retire.someday.
If you don't know how to handle your debt, or wonder if you need life insurance, or feel out of control with your spending, or just can't seem to get organized when it comes to your money.If you feel lost and want somebody to just take your hand and guide you.
If you don't know how to handle your debt, or wonder if you need life insurance, or feel out of control with your spending, or just can't seem to get organized when it comes to your money.If you feel lost and want somebody to just take your hand and guide you.
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I learned a lot of what I know from working on literally thousands of financial plans for people of all walks of life from every state in the country when I worked for a Fortune 100 company. Biggest lesson learned: It's not how much you make, but truly what you make of it.
In addition to my corporate experience, I honed my skills with several small planning firms in Colorado, where I learned another big lesson: there is often an emotional underbelly to money matters that can sabotage the best intentions.I am my mother's personal CFO and trusted advisor (does that count?), after she lost trust of all financial people because of her experience with an unscrupulous advisor.
In addition to my corporate experience, I honed my skills with several small planning firms in Colorado, where I learned another big lesson: there is often an emotional underbelly to money matters that can sabotage the best intentions.I am my mother's personal CFO and trusted advisor (does that count?), after she lost trust of all financial people because of her experience with an unscrupulous advisor.
The process of meeting your life goals through the mindful management of your financial resources. Why is financial planning important? Because it is important to have a strategy! There is a lot of uncertainty in life, and planning is a vitally important way to combat the unknown, unexpected, and inevitable things that life throws our way.
I consider (3) things to form the foundation of 99% of people's money plan.and the reason is because without these 3 things, your financial situation can take a turn for the worse in the blink of an eye, and in some cases, even lead to bankruptcy.
When an unexpected situation happens and you need cash (suddenly your transmission implodes and you need a new car, or you unexpectedly end up in the hospital and you have a $5000 insurance deductible (um, both of these have happened to me) you want a well to go to, and you don't want that well to be a credit card - NOT a good contingency plan.If you can't seem to make this happen, I can help.
When an unexpected situation happens and you need cash (suddenly your transmission implodes and you need a new car, or you unexpectedly end up in the hospital and you have a $5000 insurance deductible (um, both of these have happened to me) you want a well to go to, and you don't want that well to be a credit card - NOT a good contingency plan.If you can't seem to make this happen, I can help.
The health insurance landscape continues to change with the Affordable Care Act (ACA), aka Obamacare, and now ARPA. I can find the most appropriate insurance for you, at the best value. If you already have insurance in place, I can review your current policy to make sure it is the best one for you and your family.
Let's discuss your situation and determine if we're a good fit to work together. The main purpose of this meeting is for you to tell me what you'd like help with and what you really desire in your life. We will work together over time to get your finances in tip-top shape and make sure things stay that way as life changes happen.
Reviews (1)
Jack Buczkowski
May 19, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Addie handled my entire insurance process. I was able to focus on my work while she did all the research and went back and forth with me across multiple emails and calls. I found a great plan and was really surprised by her level of service. I highly recommend.
Addie handled my entire insurance process. I was able to focus on my work while she did all the research and went back and forth with me across multiple emails and calls. I found a great plan and was really surprised by her level of service. I highly recommend.
