Brag about yourself - what makes you great at what you do?
I am helping people in their homes manage their financial responsibilities. After a successful career in the corporate world, I want to be able to get out from behind the desk and relieve the stress and anxiety of others who are having difficulty with every day financial events.
During my business career, I was a forward-thinking financial executive, with exceptional expertise in financial planning and analysis, reporting, asset valuation, project management, system and database administration, and capital modeling. I excelled at analyzing financial processes to develop strategic solutions that resulted in positive financial results. My previous boss said that I have the most integrity of anyone he knows.
I want to help people and have them feel entrusted and secure in my care of their personal finances. I am hard-working and disciplined, personable, considerate and an active listener. I am able to understand financial problem/s and work with clients to come up with viable solutions and practical approaches to simplify and reduce the complexities associated with personal finance management.
It is a cornerstone of mine to treat others with respect and dignity no matter what their role or position. I am respectful of and have compassion for the clients that I have to interact with, whether they may be widowed or divorced and never had this responsibility before. There can be seniors who were always managing this but can no longer keep up due to lack of focus and energy, failing eyesight, memory loss, etc. Also, children of parents may too busy or not live close by and they want someone they can trust to go into their parents’ home and help organize, prepare, monitor, file, reconcile and review financial related items. It is important that people feel comfortable with me.
What types of business contacts are you looking to make?
Very good referral partners for me are elder care and estate lawyers, financial planners, tax accountants, investment advisors, insurance agents and health care aides. The relationships I establish will be very helpful for when I have clients who need a certified professional. Getting to know certified professionals makes it easier to provide appropriate recommendations that best serve my clients.