Goal of This Site
To help you achieve a more abundant life through increased financial awareness of your beliefs and emotions about money. To help you take control of your finances instead of letting money control you.
Even though the website is set up so that you can focus on obtaining a financial education, developing a good financial plan is dependent on looking at your personal beliefs about money as well. It is like a good diet plan - to be successful, in addition to counting calories you also need to look at the emotional side of dieting (e.g., motivation to stick with a diet and reasons why you may overindulge).
A good financial plan should look at the emotional side of spending and saving. What is marketing all about? It is about appealing to our emotions, to convince us that we "need" a particular product. Financial institutions and insurance companies also use fear to get us to feel that we need their products.
Big businesses have learned that money and emotions go hand in hand. It is time that the consumer learn this as well. This website blends financial education with an understanding of personal beliefs about money.
About the Author
I bring a unique blend of finance and personal growth to my coaching experience. I have a B.S. in Actuarial Science from Butler University and an M.B.A. from Baldwin Wallace. Having worked over 15 years as an actuary, I have extensive experience in retirement and pension plans with additional experience in insurance and investments. I have also completed Florida State University’s Certificate in Financial Planning program and have passed the Certified Financial Planner’s™ exam. To complement my financial experience, I have trained at the Gestalt Institute and have used that training assisting and leading personal growth workshops over the past 10 years. I strongly believe in the power of self-awareness in both personal finance and life in general. With this background I bring a unique gift and perspective to those who either visit this website or come for my individual coaching sessions in Cleveland, Ohio.
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The material on this website is provided for educational purposes only. We make no guarantees regarding the accuracy, completeness, or applicability of any material presented on this website. This website is not a substitute for individual financial or counseling advice. You should seek the advice of a professional regarding your particular situation. My Financial Awareness is not responsible for any losses, damages or claims that may result from your financial decisions.
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