
Financial Wellbeing Advisor
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Boston, United States
English
0+ sessions
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With over 25 years of experience in the financial services industry, I am passionate about expanding financial literacy education and providing personal finance coaching to the people who need it most. As an Accredited Financial Counselor and the founder of New Lift, I help individuals and families make incremental changes to their approach to money that have positive and sustainable impacts on their household finances. My mission is to empower my clients to take control of their financial future and achieve their goals, whether it is saving for retirement, paying off debt, financing higher education, making a large purchase or creating a budget.