Financial literacy is a right, not a privilege.

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I believe everyone should have access to basic financial literacy but due to many reasons, someone could grow up without knowing the importance of savings or simply not spending beyond their means. 

Growing up with little financial education, my family’s money decisions were poorly managed. This is the sole reason I am on this journey to make sure my clients are well informed and prepared to take on their financial milestones.

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Financial illiteracy can affect anyone from all walks of life, old or young, rich or poor. My clientele ranges from an aerospace engineer to a specialist in cloud management. Essentially, the millennials and Gen Zs trying to take on the world.