It actually took the death of my mother a few years ago to make me realize that I had been short-changing myself throughout my entire professional career as a CFP® at some of the biggest financial institutions in the country.
I realized what my mother had struggled with all her life—the idea that she wasn’t worth time, money, energy, love, happiness—was exactly what would dictate my own future…unless I made a change.
I had already launched the Relevé Financial Group, a boutique financial services company catering to executives and entrepreneurs, multi-generational families, individuals and independent women responsible for managing business and personal wealth, and those in or near retirement about to transition into financial independence. And I’d already built a team of brilliant wealth advisors who share a unified approach to earning, spending, and saving based on my LIVE WELLthy™ method.
Over the years, my business and my clients have prospered. But something had been missing.
After losing my mother, I decided to take action.
Yes! I am worth more; more time, money, energy, love, and happiness. And so are you!
