Describe How You Would Like To Be Introduced Via Email
I am a financial professional who specializes in helping business owners improve revenue, profit, and cashflow so they can have a growing and profitable business.
What is your "why"? Why do you do what you do?
I am a mom to 6 wonderful children. I want to provide and create a good life for them. I value family time as well as time for myself, so I am looking for flexibility. I love helping people succeed. By having a financial background, it is just right for me to use my experience to help people in an area that is much needed.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. What’s the biggest thing causing you stress when it comes to money or running the organization?
2. What are your top 2-3 business financial goals?
3. If you have a magic wand, what area in your business would you want to fix or work on next?
Unique Selling Proposition
What sets me apart from my competitors is that I care about the success of my clients' businesses. When I work with my clients, I take a deep drive in learning and understanding their goals, visions, and motivations are for their businesses. I just don't take surface answers. This is the only way for me to help them achieve what they are looking for. Ultimately, I want my clients to be successful however they define what success is to them.
About me
I am married to my loving husband for 20 years and we have 6 amazing kids. My family is the reason I wake every day to do what I do. I enjoy taking care of other people and seeing them do well in life. I love encouraging those around me to be their best version of themselves.
I love gardening, walking, running, exploring other parts of the country, diying projects, be around families and friends, and do nothing at all if time allows.