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Meet the Founder

Join the Team

Team High Five

Financial education is the key to financial literacy. A person's ability to effectively manage their money is directly affected by their ability to manage their emotions and mindset. So, we are excited about assisting you with education, guidance and support on your journey to self-sufficiency. 

We promote financial awareness as the catalyst for wellness and wealth. It's because we understand the connection between Emotional Intelligence and Financial Education that we are able to guide you to the next level in your own finances.

Here you will learn about your financial options while receiving guidance about how to take action with regard to:

Financial Education, Advice & Literacy


Financial Strategy


Business Planning


Mindset Coaching


Life Insurance Consultation & Application

( Term, Whole, Universal & Long Term Care)


Health Insurance

 (+ Medicare Supplement & Advanced Medical Directive)


Retirement Planning


Creating Generational Wealth


Estate Management


We have the answers to many questions you don't yet know to ask. We also have access to knowledge and resources that can increase your confidence when having conversations making decisions about money. We want you to understand how to make your money work for you.

We look forward to getting to know you and working with you. Whether you're just starting out or you're looking for a fresh perspective at this advanced stage of your journey, feel free to browse through our services and schedule a Clarity Connection.  


Our services support you in navigating a clear path to creating the reality of your dreams. Enjoy our blog articles and watch videos from our library discussing our relationship with money, supporting life transitions through financial strategies (including adulting, marriage, parenthood, divorce, retirement, grief support, etc.) and creating business plans (including operations, marketing and financial reviews and reports).


Now is your time to thrive with educational programs available at your convenience and an enthusiastic qualified advisor ready to serve you.


About: About
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On Purpose & Intentional

Our mission and vision have been identified to serve as our guides along this journey with intention and a focus on our purpose so that regardless of what opportunities are presented we may continue to act with our ultimate destination in clear view.


To educate, guide and support women on their journey to self-sufficiency as a resource for the tools and action planning necessary to increase their quality of life by improving their financial management habits and skills. Through seminars workshops and courses we identify best practices so that each woman we work with may gain the confidence to select options that will assist them in meeting their financial goals.


To create a global community of women using real tools and actionable steps for financial management to gain confidence through self-sufficiency and the strength to fulfill their purpose in life.