Highlights from the 2020 list:
BRAINZ 500 GLOBAL
CeFT®, Certified Financial Transitionist®, CPRC, Certified Professional Retirement Coach
Who has been selected by Brainz Magazine as one of 500 Companies and Influential Leaders who are recognized for their entrepreneurial success, achievements, and dedication to helping others.
I am a retirement and transition coach helping people nearing or in retirement, find purpose, wellness and financial certainty in their golden years. In 2004, I transitioned from employee to entrepreneur into financial services. Because of my own transition, I understand the unique challenges that come along with creating a new identity and purpose. I became a CeFT®, Certified Financial Transitionist®, to further enhance my solutions for those going through financial transition and address the financial aspects of transition. Becoming a CPRC, Certified Professional Retirement Coach, expanded my tool chest to help clients navigate through the non-financial aspects of retirement, such as finding purpose, exploring spirituality, and health and wellness, which are as important as the financial planning yet rarely addressed. Happiness and fulfillment are about more than money.