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Uncategorized Jun 12, 2020

I never EVER EVER thought I would have a blog...but here we are!

If you are someone looking for guidance on your financial health, then you have come to the right place!  With over 17 yrs experience in the financial services industry, I'm bringing my years of knowledge to you and hopefully filling a gap that I believe exists.

What gap am I talking about?

The gap between wanting to implement a solid financial plan that includes protecting your assets today and investing for the future, and being able to afford that financial plan!

You know that old saying - "cash is King"?  It holds so true in my industry.  If the cash flow isn't there to implement your financial plan, there really isn't much you can do.  

Or is there?

That's where I come in...and fill that gap.  See where I'm going??? :)

I address your cash flow FIRST, so that when I'm ready to show you a beautifully curated financial plan that incorporates all of your goals and dreams, you can actually afford it! 

I'm so excited you are here, and I can't wait to share my knowledge with you! 

Yours in financial health,

Heidi 

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