When growing up I didn’t have a role model who showed me the basic principles of good financial management. I’m not just talking about how to obtain wealth and what to do with it when I get it; I’m talking about the basics (i.e. how to obtain good credit scores and keep them, creating and keeping an emergency savings, obtaining cash flow assets, and most importantly retirement planning, etc.). I w
as 51 years old and making up to 6 figures as a temporary employee with PG&E with no pension or retirement plan (just a great income). I knew that I was in trouble and needed to find as many avenues to shore up my retirement and I had to do it fast. Not just for my sake, but for the sake of my children and my grandchildren. I needed to learn how to invest in products and inexpensive, simple, straightforward education that would allow me to save toward my retirement and leave a legacy for my family. I had to reinvent myself and my business so that it would allow me to empower myself and serve others while living out my passion as an inspired speaker and life coach. BROKERED BY eXp Realty, Northern CA (Wolfpack) ~ DRE # 01489459
I'm now 54 years old, less resistant, and much wiser. I’m excited to help you reach your goal as you move toward leaving a legacy for your family. If I can do it this late in the game, so can you. Help you develop your “Leaving A Legacy Plan” and coach you through staying on target with that plan whether it’s to purchase your dream home or create cash flow assets for retirement.
2. Sell your home or help you find the right lender to refinance your home to downsize and/or invest in cash flow assets a.k.a. as income property (i.e. Multiunits).
3. Research properties and submit offers for purchase on your behalf.
4. Refer you to someone who can help you repair your credit or increase your credit score to get you the best interest rates on your loan.
