Wealth Beliefs & My Story
About Me.....
I was born in Southern California in 1954 and grew up in a mostly blue collar neighborhood, the oldest of 4 girls. We were far from wealthy. Back then televisions were a rareity, telephones were all on party lines (multiple homes shared the same phone circuit) and most wives stayed home while their husbands went to work. Money in our home was a constant stress and my mom was the queen of "We can't afford it!" rhetoric. While I knew we weren't exactly poor, I also knew we were far from rich. From what we wore to how we lived, our life reflected 'living on the cheap'. I felt poor next to the classmates whose parents got them trendy clothes and the tv toys, new cars and real jewelry. It sucked but still, it was a pretty happy childhood despite the lack of money. And I learned to compensate.
My personal life gave me plenty of chapters: Married for 35 years, raising three amazing kids, walking through the challenges of divorce as a mature woman then later finding love again. Except for my first couple of jobs, I've been an entrepreneur, first with my own businesses, then with my husband, and then for myself again. I know what it feels like to be a millionaire (on paper at least) and then be close to bankruptcy (hello dot com bust). Over the years, I’ve worn many hats—technology business owner, coach, consultant, real estate professional and house flipper, and now moving into the financial services arena and becoming a parter at Secure Financial Services, Inc.
Each experience taught me something invaluable and life changing. It's given me wisdom I've used to help others transform their lives to a better condition. Now I'm focused on helping others to create wealth with the message IT'S NEVER TOO LATE to have it all, including creating a wealthy life that you love.
My Wealth Beliefs......
I believe it’s never too late to rewrite your story and design a life that feels fulfilling, joyful, wealthy and secure.
I believe women (and men) in midlife and beyond deserve clarity, confidence, and control over both their money and their future.I believe financial planning isn’t about spreadsheets and numbers—it’s about peace of mind, choices, and freedom.
I believe your past doesn’t define your future. Divorce, setbacks, or unexpected life changes are not the end—they’re a fresh beginning.
I believe real wealth is more than money. It’s health, relationships, purpose, and the freedom to live life on your terms.
Your Path Forward
I believe lasting change doesn’t happen by accident—it happens by design.
My work as a wealthy life strategist and coach is built around three pillars that guide everything I do:
- Clarity – Understanding where you are now, what matters most, and what you truly want for your wealth future, starting with defining and gaining clarity on what a wealthy life looks like to you.
- Confidence – Creating a practical financial and life plan so you know your bases are covered, and you can stop second-guessing.
- Freedom – Putting systems in place so you can enjoy life with less stress, more joy, and the freedom to live on your own terms.This isn’t about quick fixes or one-size-fits-all solutions. It’s about building a roadmap that reflects who you are and where you’re headed.
👉 Ready to explore what your path could look like? Let’s start with a conversation.