After years of juggling corporate accounting, parenting, and college courses all at onceāI finally earned my degree in Accounting & Finance. I was grateful to walk across that graduation stage feeling the culmination of a long, determined climb - BUT LIFE HAD OTHER PLANS.
Just days after that proud moment, my mother fell seriously ill. Without hesitation, I shifted gears. There were no legal directives, no will, and years of unfiled taxes. Suddenly, I found myself navigating the complexities of Social Security, Medicare & Probate Court, not as an accountant, but as a caregiver and advocate. It wasnāt the path I expectedābut it became a defining chapter in my career.
I knew this was a journey no one should have to walk alone and today I am rewarded with helping others gain a strategic financial edge in their transition from earned income into retirement with confidence.