I am a fan of personal financial education.
I grew up in a self-employed single-mother home, where the highs were amazing and the lows were extremely stressful. I was my mother’s helper in her business and kept track of the business finances in QuickBooks.
In our home, business finances equaled personal finances, and we were often in the red. The stress this caused in our relationship and our relationships with others was constant. This period of my life is known as “hormonal teenage years x 10”. While financially treading water, my mom tried to give us a typical Texas suburb life.
When I arrived at college, I realized I wasn’t alone in my financial confusion. At my orientation, banks handed out credit card applications and promised a free t-shirt for signing up. Students fumbled through living independently on a budget or worked to make ends meet while attending classes. None of us knew the best way forward in optimizing our financial situation. In the case of money, we felt like 1st graders learning multiplication without a teacher’s guidance.
So I dove in and learned as much as possible about personal finance. I taught seminars on credit scores and what to look for in credit card applications. I worked as a book keeper for small businesses and developed my tax skills working on tax returns for a regional accounting firm. Then, I began consulting with self-employed individuals in tax planning for their businesses.
Clearly, this was the time I found my inner tax geek and I never looked back. I went on to work in public accounting, continued consulting with small business owners, and become a financial advisor.
SeedSafe Financial LLC is the result of my ongoing passion to make financial decisions attainable for Gen X and Y.
We help you figure out your financial options.
My goal is to change the way the financial industry thinks. Instead of doing real financial planning with only $1 million+ clients, I believe we should be proactive in helping you build wealth early on.
SeedSafe Financial LLC meets you where you are (before you are a zillionaire). We work with Gen X & Y when you have time on your side for small changes to make a huge impact on your life.
Schedule a discovery call with us to learn more!
